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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 | $84,151 | $150,412-44.1% | $120,574-30.2% | $145,884-42.3% |
| Participation rate | 23.8% | 78.8%-55.0pp | 71.9%-48.1pp | 80.3%-56.5pp |
| Annual return | 7.71% | 154.50%-146.8pp | 107.42%-99.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $800 | $4,355-81.6% | $3,471-76.9% | $4,662-82.8% |
| Participant deferral / active EE | $3,210 | $6,175-48.0% | $4,996-35.8% | $6,690-52.0% |
| Admin fee / account holder | $531 | $12,224-95.7% | $9,445-94.4% | $13,392-96.0% |