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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 | $32,281 | $88,815-63.7% | $81,882-60.6% | $145,897-77.9% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 9.20% | 1033.75%-1024.5pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $113 | $3,086-96.3% | $2,916-96.1% | $4,663-97.6% |
| Participant deferral / active EE | $2,260 | $4,647-51.4% | $4,323-47.7% | $6,689-66.2% |
| Admin fee / account holder | $6,147 | $8,434-27.1% | $7,360-16.5% | $13,390-54.1% |