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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 | $38,891 | $180,749-78.5% | $160,784-75.8% | $137,256-71.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 8.26% | 2234.46%-2226.2pp | 1803.92%-1795.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $236 | $4,155-94.3% | $3,733-93.7% | $4,156-94.3% |
| Participant deferral / active EE | $3,815 | $6,844-44.3% | $6,293-39.4% | $6,407-40.5% |
| Admin fee / account holder | $2,653 | $10,397-74.5% | $9,717-72.7% | $12,270-78.4% |