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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 | $107,590 | $165,361-34.9% | $149,715-28.1% | $158,950-32.3% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 4.52% | 348.24%-343.7pp | 276.66%-272.1pp | 302.91%-298.4pp |
| Employer contribution / active EE | $253 | $5,103-95.1% | $4,645-94.6% | $4,762-94.7% |
| Participant deferral / active EE | $3,926 | $7,182-45.3% | $6,842-42.6% | $5,983-34.4% |
| Admin fee / account holder | $1,333 | $10,808-87.7% | $9,310-85.7% | $11,248-88.1% |