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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 | $43,543 | $202,326-78.5% | $172,745-74.8% | $152,870-71.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 4.35% | 1029.72%-1025.4pp | 802.90%-798.5pp | 345.34%-341.0pp |
| Employer contribution / active EE | $1,026 | $5,858-82.5% | $5,144-80.1% | $4,763-78.5% |
| Participant deferral / active EE | $3,630 | $5,948-39.0% | $5,197-30.2% | $5,850-38.0% |
| Admin fee / account holder | $2,265 | $17,110-86.8% | $13,954-83.8% | $11,597-80.5% |