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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 | $58,128 | $159,978-63.7% | $147,041-60.5% | $145,978-60.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 9.62% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $895 | $5,288-83.1% | $4,935-81.9% | $4,662-80.8% |
| Participant deferral / active EE | $3,026 | $8,429-64.1% | $8,071-62.5% | $6,690-54.8% |
| Admin fee / account holder | $1,031 | $15,053-93.1% | $13,006-92.1% | $13,400-92.3% |