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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 | $162,136-63.7% | $152,301-61.3% | $154,746-61.9% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 9.50% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $102 | $4,890-97.9% | $4,624-97.8% | $4,379-97.7% |
| Participant deferral / active EE | $2,683 | $8,341-67.8% | $8,004-66.5% | $6,730-60.1% |
| Admin fee / account holder | $7,112 | $15,759-54.9% | $14,398-50.6% | $14,365-50.5% |