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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 | $42,186 | $88,778-52.5% | $81,844-48.5% | $145,884-71.1% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 8.42% | 1033.03%-1024.6pp | 778.87%-770.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $246 | $3,087-92.0% | $2,916-91.6% | $4,662-94.7% |
| Participant deferral / active EE | $1,695 | $4,648-63.5% | $4,323-60.8% | $6,690-74.7% |
| Admin fee / account holder | $885 | $8,430-89.5% | $7,355-88.0% | $13,392-93.4% |