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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 | $107,635 | $198,457-45.8% | $170,435-36.8% | $147,586-27.1% |
| Participation rate | 43.8% | 88.0%-44.2pp | 83.6%-39.8pp | 82.8%-39.1pp |
| Annual return | -0.89% | 257.30%-258.2pp | 205.94%-206.8pp | 578.59%-579.5pp |
| Employer contribution / active EE | $508 | $6,183-91.8% | $5,432-90.6% | $4,876-89.6% |
| Participant deferral / active EE | $2,789 | $5,629-50.5% | $4,939-43.5% | $5,439-48.7% |
| Admin fee / account holder | $860 | $16,852-94.9% | $13,881-93.8% | $10,886-92.1% |