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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 | $21,569 | $156,398-86.2% | $147,318-85.4% | $138,895-84.5% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 10.58% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,316 | $8,237-23.3% | $7,906-20.1% | $6,396-1.2% |
| Admin fee / account holder | $3,029 | $14,976-79.8% | $13,708-77.9% | $12,562-75.9% |