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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 | $76,546 | $209,425-63.4% | $178,499-57.1% | $158,966-51.8% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 1.96% | 188.80%-186.8pp | 151.10%-149.1pp | 302.95%-301.0pp |
| Employer contribution / active EE | $814 | $5,707-85.7% | $5,011-83.8% | $4,762-82.9% |
| Participant deferral / active EE | $2,906 | $5,955-51.2% | $5,202-44.1% | $5,983-51.4% |
| Admin fee / account holder | $1,011 | $17,078-94.1% | $13,986-92.8% | $11,250-91.0% |