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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 | $58,894 | $157,304-62.6% | $141,197-58.3% | $152,909-61.5% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 6.30% | 64.34%-58.0pp | 71.41%-65.1pp | 345.46%-339.2pp |
| Employer contribution / active EE | $561 | $5,263-89.3% | $4,736-88.1% | $4,764-88.2% |
| Participant deferral / active EE | $2,656 | $7,111-62.7% | $6,710-60.4% | $5,851-54.6% |
| Admin fee / account holder | $855 | $12,126-93.0% | $10,265-91.7% | $11,601-92.6% |