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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 | $65,502 | $198,457-67.0% | $170,435-61.6% | $147,586-55.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 8.88% | 257.30%-248.4pp | 205.94%-197.1pp | 578.59%-569.7pp |
| Employer contribution / active EE | $321 | $6,183-94.8% | $5,432-94.1% | $4,876-93.4% |
| Participant deferral / active EE | $2,462 | $5,629-56.3% | $4,939-50.2% | $5,439-54.7% |
| Admin fee / account holder | $7,992 | $16,852-52.6% | $13,881-42.4% | $10,886-26.6% |