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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 | $92,981 | $183,516-49.3% | $155,534-40.2% | $145,884-36.3% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 1.80% | 61.43%-59.6pp | 64.92%-63.1pp | 551.85%-550.1pp |
| Employer contribution / active EE | $592 | $5,315-88.9% | $4,675-87.3% | $4,662-87.3% |
| Participant deferral / active EE | $5,432 | $6,467-16.0% | $5,630-3.5% | $6,690-18.8% |
| Admin fee / account holder | $1,619 | $19,293-91.6% | $15,900-89.8% | $13,392-87.9% |