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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 | $65,045 | $111,535-41.7% | $105,223-38.2% | $137,256-52.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 3.89% | 237.85%-234.0pp | 180.65%-176.8pp | 220.34%-216.4pp |
| Employer contribution / active EE | $694 | $3,939-82.4% | $3,689-81.2% | $4,156-83.3% |
| Participant deferral / active EE | $2,303 | $5,500-58.1% | $5,072-54.6% | $6,407-64.1% |
| Admin fee / account holder | $1,902 | $9,721-80.4% | $8,859-78.5% | $12,270-84.5% |