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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 | $91,306 | $166,089-45.0% | $164,928-44.6% | $145,978-37.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 8.58% | 100.26%-91.7pp | 70.08%-61.5pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,085 | $5,276-79.4% | $4,343-75.0% | $4,662-76.7% |
| Participant deferral / active EE | $2,590 | $6,961-62.8% | $6,034-57.1% | $6,690-61.3% |
| Admin fee / account holder | $6,491 | $16,641-61.0% | $12,684-48.8% | $13,400-51.6% |