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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 | $71,334 | $166,268-57.1% | $165,100-56.8% | $145,897-51.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 6.69% | 100.52%-93.8pp | 70.21%-63.5pp | 552.29%-545.6pp |
| Employer contribution / active EE | $469 | $5,284-91.1% | $4,348-89.2% | $4,663-89.9% |
| Participant deferral / active EE | $6,001 | $6,964-13.8% | $6,035-0.6% | $6,689-10.3% |
| Admin fee / account holder | $1,552 | $16,659-90.7% | $12,696-87.8% | $13,390-88.4% |