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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 | $24,780 | $73,988-66.5% | $96,538-74.3% | $75,177-67.0% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 8.63% | 26.73%-18.1pp | 35.74%-27.1pp | 160.75%-152.1pp |
| Employer contribution / active EE | $373 | $2,930-87.3% | $3,740-90.0% | $2,671-86.1% |
| Participant deferral / active EE | $1,511 | $3,660-58.7% | $4,880-69.1% | $4,126-63.4% |
| Admin fee / account holder | $1,971 | $5,220-62.2% | $6,737-70.7% | $5,651-65.1% |