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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 | $61,333 | $115,810-47.0% | $101,271-39.4% | $158,966-61.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 4.18% | 56.15%-52.0pp | 46.48%-42.3pp | 302.95%-298.8pp |
| Employer contribution / active EE | $619 | $4,175-85.2% | $3,660-83.1% | $4,762-87.0% |
| Participant deferral / active EE | $3,185 | $4,958-35.8% | $4,371-27.1% | $5,983-46.8% |
| Admin fee / account holder | $1,377 | $7,248-81.0% | $5,948-76.9% | $11,250-87.8% |