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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 | $60,631 | $107,368-43.5% | $92,915-34.7% | $152,909-60.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 0.69% | 145.64%-145.0pp | 109.45%-108.8pp | 345.46%-344.8pp |
| Employer contribution / active EE | $415 | $4,222-90.2% | $3,653-88.7% | $4,764-91.3% |
| Participant deferral / active EE | $2,557 | $4,848-47.3% | $4,238-39.7% | $5,851-56.3% |
| Admin fee / account holder | $985 | $7,082-86.1% | $5,796-83.0% | $11,601-91.5% |