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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 | $32,905 | $202,342-83.7% | $172,752-81.0% | $152,897-78.5% |
| Participation rate | 69.6% | 87.1%-17.5pp | 82.6%-13.1pp | 82.5%-12.9pp |
| Annual return | 6.55% | 1029.83%-1023.3pp | 802.97%-796.4pp | 345.43%-338.9pp |
| Employer contribution / active EE | $978 | $5,858-83.3% | $5,144-81.0% | $4,764-79.5% |
| Participant deferral / active EE | $2,398 | $5,948-59.7% | $5,198-53.9% | $5,851-59.0% |
| Admin fee / account holder | $3,196 | $17,111-81.3% | $13,955-77.1% | $11,599-72.4% |