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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 | $27,229 | $175,257-84.5% | $149,717-81.8% | $139,456-80.5% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 9.08% | 166.70%-157.6pp | 134.41%-125.3pp | 373.45%-364.4pp |
| Employer contribution / active EE | $297 | $5,477-94.6% | $4,820-93.8% | $4,753-93.7% |
| Participant deferral / active EE | $3,963 | $6,521-39.2% | $5,682-30.3% | $6,711-41.0% |
| Admin fee / account holder | $2,025 | $16,156-87.5% | $13,213-84.7% | $11,407-82.2% |