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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 | $71,110 | $100,139-29.0% | $85,187-16.5% | $145,884-51.3% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 7.19% | 84.15%-77.0pp | 66.67%-59.5pp | 551.85%-544.7pp |
| Employer contribution / active EE | $228 | $3,238-92.9% | $2,732-91.6% | $4,662-95.1% |
| Participant deferral / active EE | $1,828 | $5,296-65.5% | $4,525-59.6% | $6,690-72.7% |
| Admin fee / account holder | $4,005 | $7,262-44.9% | $6,162-35.0% | $13,392-70.1% |