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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 | $64,068 | $79,449-19.4% | $189,575-66.2% | $85,847-25.4% |
| Participation rate | 38.3% | 66.0%-27.7pp | 78.4%-40.2pp | 69.3%-31.0pp |
| Annual return | 10.67% | 18.45%-7.8pp | 64.19%-53.5pp | 318.61%-307.9pp |
| Employer contribution / active EE | $176 | $2,081-91.5% | $4,412-96.0% | $2,565-93.1% |
| Participant deferral / active EE | $1,458 | $4,051-64.0% | $6,174-76.4% | $3,952-63.1% |
| Admin fee / account holder | $937 | $5,377-82.6% | $9,806-90.4% | $6,261-85.0% |