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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 | $7,014 | $70,366-90.0% | $66,674-89.5% | $138,895-94.9% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 12.15% | 386.41%-374.3pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $386 | $2,765-86.0% | $2,620-85.2% | $4,194-90.8% |
| Participant deferral / active EE | $789 | $4,374-82.0% | $4,084-80.7% | $6,396-87.7% |
| Admin fee / account holder | $682 | $5,262-87.0% | $5,098-86.6% | $12,562-94.6% |