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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 | $129,737-49.9% | $119,126-45.4% | $154,746-58.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 3.89% | 379.08%-375.2pp | 282.11%-278.2pp | 172.34%-168.4pp |
| Employer contribution / active EE | $694 | $4,375-84.1% | $4,034-82.8% | $4,379-84.2% |
| Participant deferral / active EE | $2,303 | $5,842-60.6% | $5,318-56.7% | $6,730-65.8% |
| Admin fee / account holder | $1,902 | $11,961-84.1% | $10,693-82.2% | $14,365-86.8% |