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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 | $66,196 | $148,623-55.5% | $135,974-51.3% | $139,466-52.5% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 10.94% | 79.30%-68.4pp | 68.30%-57.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $796 | $5,246-84.8% | $4,859-83.6% | $4,754-83.3% |
| Participant deferral / active EE | $3,078 | $8,103-62.0% | $7,760-60.3% | $6,712-54.1% |
| Admin fee / account holder | $338 | $12,406-97.3% | $10,767-96.9% | $11,409-97.0% |