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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 | $64,818 | $129,737-50.0% | $119,126-45.6% | $154,746-58.1% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 3.68% | 379.08%-375.4pp | 282.11%-278.4pp | 172.34%-168.7pp |
| Employer contribution / active EE | $815 | $4,375-81.4% | $4,034-79.8% | $4,379-81.4% |
| Participant deferral / active EE | $5,878 | $5,842+0.6% | $5,318+10.5% | $6,730-12.7% |
| Admin fee / account holder | $5,983 | $11,961-50.0% | $10,693-44.0% | $14,365-58.3% |