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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 | $22,918 | $160,028-85.7% | $147,080-84.4% | $145,884-84.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.41% | 98.60%-89.2pp | 420.17%-410.8pp | 551.85%-542.4pp |
| Employer contribution / active EE | $815 | $5,286-84.6% | $4,933-83.5% | $4,662-82.5% |
| Participant deferral / active EE | $4,436 | $8,422-47.3% | $8,066-45.0% | $6,690-33.7% |
| Admin fee / account holder | $751 | $15,030-95.0% | $12,989-94.2% | $13,392-94.4% |