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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 | $111,218 | $160,070-30.5% | $147,117-24.4% | $145,897-23.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.29% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $271 | $5,285-94.9% | $4,932-94.5% | $4,663-94.2% |
| Participant deferral / active EE | $6,094 | $8,419-27.6% | $8,065-24.4% | $6,689-8.9% |
| Admin fee / account holder | $3,707 | $15,035-75.3% | $12,993-71.5% | $13,390-72.3% |