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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,757 | $184,014-55.6% | $161,149-49.3% | $138,895-41.1% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.8%-33.8pp | 79.9%-34.9pp |
| Annual return | 9.74% | 21.52%-11.8pp | 21.16%-11.4pp | 145.39%-135.7pp |
| Employer contribution / active EE | $694 | $5,055-86.3% | $4,360-84.1% | $4,194-83.5% |
| Participant deferral / active EE | $3,818 | $6,909-44.7% | $6,153-37.9% | $6,396-40.3% |
| Admin fee / account holder | $1,009 | $18,027-94.4% | $15,194-93.4% | $12,562-92.0% |