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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 | $51,062 | $165,361-69.1% | $149,715-65.9% | $158,950-67.9% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 7.18% | 348.24%-341.1pp | 276.66%-269.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $678 | $5,103-86.7% | $4,645-85.4% | $4,762-85.8% |
| Participant deferral / active EE | $3,161 | $7,182-56.0% | $6,842-53.8% | $5,983-47.2% |
| Admin fee / account holder | $20,681 | $10,808+91.3% | $9,310+122.1% | $11,248+83.9% |