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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 | $83,025 | $217,432-61.8% | $185,849-55.3% | $167,536-50.4% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 6.45% | 148.42%-142.0pp | 122.10%-115.7pp | 478.82%-472.4pp |
| Employer contribution / active EE | $898 | $5,875-84.7% | $5,169-82.6% | $4,839-81.4% |
| Participant deferral / active EE | $4,185 | $6,357-34.2% | $5,569-24.8% | $6,342-34.0% |
| Admin fee / account holder | $4,590 | $19,818-76.8% | $16,244-71.7% | $12,315-62.7% |