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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 | $35,612 | $211,224-83.1% | $178,505-80.0% | $145,897-75.6% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 6.86% | 30.28%-23.4pp | 27.16%-20.3pp | 552.29%-545.4pp |
| Employer contribution / active EE | $502 | $4,577-89.0% | $3,955-87.3% | $4,663-89.2% |
| Participant deferral / active EE | $5,021 | $6,966-27.9% | $6,280-20.0% | $6,689-24.9% |
| Admin fee / account holder | $108,890 | $12,109+799.2% | $10,428+944.2% | $13,390+713.2% |