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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 | $62,726 | $168,635-62.8% | $147,617-57.5% | $125,389-50.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -5.97% | 77.65%-83.6pp | 61.98%-68.0pp | 282.24%-288.2pp |
| Employer contribution / active EE | $754 | $6,252-87.9% | $5,564-86.5% | $4,866-84.5% |
| Participant deferral / active EE | $4,688 | $5,507-14.9% | $4,895-4.2% | $5,352-12.4% |
| Admin fee / account holder | $595 | $13,580-95.6% | $11,612-94.9% | $9,541-93.8% |