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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 | $84,000 | $165,399-49.2% | $149,745-43.9% | $158,982-47.2% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 2.53% | 348.34%-345.8pp | 276.72%-274.2pp | 302.99%-300.5pp |
| Employer contribution / active EE | $889 | $5,105-82.6% | $4,646-80.9% | $4,763-81.3% |
| Participant deferral / active EE | $2,382 | $7,183-66.8% | $6,843-65.2% | $5,983-60.2% |
| Admin fee / account holder | $5,015 | $10,811-53.6% | $9,312-46.1% | $11,252-55.4% |