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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 | $72,494 | $100,938-28.2% | $90,461-19.9% | $158,982-54.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.38% | 1727.20%-1722.8pp | 1294.76%-1290.4pp | 302.99%-298.6pp |
| Employer contribution / active EE | $121 | $3,691-96.7% | $3,264-96.3% | $4,763-97.5% |
| Participant deferral / active EE | $1,728 | $4,350-60.3% | $3,964-56.4% | $5,983-71.1% |
| Admin fee / account holder | $1,223 | $6,510-81.2% | $5,617-78.2% | $11,252-89.1% |