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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 | $57,823 | $183,516-68.5% | $155,534-62.8% | $145,884-60.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.27% | 61.43%-55.2pp | 64.92%-58.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $499 | $5,315-90.6% | $4,675-89.3% | $4,662-89.3% |
| Participant deferral / active EE | $4,376 | $6,467-32.3% | $5,630-22.3% | $6,690-34.6% |
| Admin fee / account holder | $915 | $19,293-95.3% | $15,900-94.2% | $13,392-93.2% |