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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 | $58,900 | $156,398-62.3% | $147,318-60.0% | $138,895-57.6% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 9.50% | 78.75%-69.3pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $102 | $4,853-97.9% | $4,593-97.8% | $4,194-97.6% |
| Participant deferral / active EE | $2,683 | $8,237-67.4% | $7,906-66.1% | $6,396-58.1% |
| Admin fee / account holder | $7,112 | $14,976-52.5% | $13,708-48.1% | $12,562-43.4% |