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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 | $56,452 | $176,077-67.9% | $159,455-64.6% | $167,518-66.3% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 8.74% | 331.83%-323.1pp | 263.63%-254.9pp | 478.71%-470.0pp |
| Employer contribution / active EE | $857 | $5,298-83.8% | $4,830-82.2% | $4,838-82.3% |
| Participant deferral / active EE | $3,325 | $7,751-57.1% | $7,353-54.8% | $6,342-47.6% |
| Admin fee / account holder | $9,775 | $12,556-22.1% | $10,800-9.5% | $12,312-20.6% |