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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 | $32,477 | $160,070-79.7% | $147,117-77.9% | $145,897-77.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 2.47% | 98.69%-96.2pp | 420.54%-418.1pp | 552.29%-549.8pp |
| Employer contribution / active EE | $955 | $5,285-81.9% | $4,932-80.6% | $4,663-79.5% |
| Participant deferral / active EE | $3,291 | $8,419-60.9% | $8,065-59.2% | $6,689-50.8% |
| Admin fee / account holder | $7,536 | $15,035-49.9% | $12,993-42.0% | $13,390-43.7% |