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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 | $50,084 | $175,231-71.4% | $149,696-66.5% | $139,466-64.1% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 6.69% | 166.77%-160.1pp | 134.46%-127.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $379 | $5,478-93.1% | $4,821-92.1% | $4,754-92.0% |
| Participant deferral / active EE | $2,776 | $6,521-57.4% | $5,682-51.2% | $6,712-58.6% |
| Admin fee / account holder | $2,545 | $16,155-84.2% | $13,212-80.7% | $11,409-77.7% |