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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 | $61,063 | $209,888-70.9% | $189,545-67.8% | $167,553-63.6% |
| Participation rate | 53.3% | 88.7%-35.3pp | 87.8%-34.5pp | 82.1%-28.8pp |
| Annual return | 5.09% | 748.66%-743.6pp | 555.36%-550.3pp | 478.89%-473.8pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,020 | $8,934-32.6% | $8,220-26.8% | $6,343-5.1% |
| Admin fee / account holder | $4,642 | $14,300-67.5% | $12,049-61.5% | $12,316-62.3% |