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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 | $35,811 | $160,070-77.6% | $147,117-75.7% | $145,897-75.5% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 9.05% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $688 | $5,285-87.0% | $4,932-86.0% | $4,663-85.2% |
| Participant deferral / active EE | $3,375 | $8,419-59.9% | $8,065-58.1% | $6,689-49.5% |
| Admin fee / account holder | $6,839 | $15,035-54.5% | $12,993-47.4% | $13,390-48.9% |