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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 | $84,831 | $162,136-47.7% | $152,301-44.3% | $154,746-45.2% |
| Participation rate | 22.2% | 84.1%-61.9pp | 82.4%-60.2pp | 80.7%-58.5pp |
| Annual return | 9.94% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $59 | $4,890-98.8% | $4,624-98.7% | $4,379-98.6% |
| Participant deferral / active EE | $5,289 | $8,341-36.6% | $8,004-33.9% | $6,730-21.4% |
| Admin fee / account holder | $3,401 | $15,759-78.4% | $14,398-76.4% | $14,365-76.3% |