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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 | $25,428 | $124,425-79.6% | $112,040-77.3% | $137,256-81.5% |
| Participation rate | 52.2% | 79.3%-27.1pp | 76.5%-24.3pp | 80.0%-27.8pp |
| Annual return | 7.52% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $515 | $3,411-84.9% | $2,954-82.6% | $4,156-87.6% |
| Participant deferral / active EE | $3,759 | $5,718-34.3% | $5,098-26.3% | $6,407-41.3% |
| Admin fee / account holder | $2,297 | $15,207-84.9% | $12,098-81.0% | $12,270-81.3% |