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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 | $76,017 | $47,479+60.1% | $62,929+20.8% | $82,448-7.8% |
| Participation rate | 22.0% | 66.9%-44.9pp | 73.1%-51.1pp | 68.1%-46.1pp |
| Annual return | 6.93% | 20.34%-13.4pp | 1063.93%-1057.0pp | 41.64%-34.7pp |
| Employer contribution / active EE | $159 | $1,885-91.6% | $2,505-93.6% | $2,551-93.8% |
| Participant deferral / active EE | $1,238 | $2,870-56.9% | $3,888-68.2% | $4,139-70.1% |
| Admin fee / account holder | $3,326 | $3,804-12.6% | $5,065-34.3% | $7,234-54.0% |