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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 | $64,929 | $107,353-39.5% | $92,903-30.1% | $152,885-57.5% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.5%-14.0pp |
| Annual return | 10.57% | 145.62%-135.0pp | 109.43%-98.9pp | 345.39%-334.8pp |
| Employer contribution / active EE | $201 | $4,222-95.2% | $3,653-94.5% | $4,763-95.8% |
| Participant deferral / active EE | $2,006 | $4,848-58.6% | $4,238-52.7% | $5,851-65.7% |
| Admin fee / account holder | $2,323 | $7,081-67.2% | $5,795-59.9% | $11,598-80.0% |