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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 | $99,294 | $198,457-50.0% | $170,435-41.7% | $147,586-32.7% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 7.58% | 257.30%-249.7pp | 205.94%-198.4pp | 578.59%-571.0pp |
| Employer contribution / active EE | $137 | $6,183-97.8% | $5,432-97.5% | $4,876-97.2% |
| Participant deferral / active EE | $2,709 | $5,629-51.9% | $4,939-45.2% | $5,439-50.2% |
| Admin fee / account holder | $585 | $16,852-96.5% | $13,881-95.8% | $10,886-94.6% |