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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 | $63,272 | $183,592-65.5% | $155,574-59.3% | $145,877-56.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.58% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $787 | $5,317-85.2% | $4,676-83.2% | $4,663-83.1% |
| Participant deferral / active EE | $3,049 | $6,466-52.8% | $5,629-45.8% | $6,691-54.4% |
| Admin fee / account holder | $3,859 | $19,316-80.0% | $15,914-75.8% | $13,402-71.2% |