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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 | $36,662 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 8.68% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $605 | $4,804-87.4% | $4,554-86.7% | $4,156-85.5% |
| Participant deferral / active EE | $3,034 | $8,216-63.1% | $7,897-61.6% | $6,407-52.6% |
| Admin fee / account holder | $7,253 | $14,344-49.4% | $13,129-44.8% | $12,270-40.9% |