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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 | $76,806 | $160,070-52.0% | $147,117-47.8% | $145,897-47.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.78% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $717 | $5,285-86.4% | $4,932-85.5% | $4,663-84.6% |
| Participant deferral / active EE | $8,014 | $8,419-4.8% | $8,065-0.6% | $6,689+19.8% |
| Admin fee / account holder | $1,467 | $15,035-90.2% | $12,993-88.7% | $13,390-89.0% |