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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 | $71,117 | $144,130-50.7% | $117,860-39.7% | $147,585-51.8% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 8.34% | 531.20%-522.9pp | 335.10%-326.8pp | 578.58%-570.2pp |
| Employer contribution / active EE | $157 | $4,897-96.8% | $3,786-95.9% | $4,876-96.8% |
| Participant deferral / active EE | $1,570 | $5,316-70.5% | $4,482-65.0% | $5,439-71.1% |
| Admin fee / account holder | $402 | $10,887-96.3% | $8,021-95.0% | $10,886-96.3% |