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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 | $30,590 | $148,623-79.4% | $135,974-77.5% | $139,466-78.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 1.02% | 79.30%-78.3pp | 68.30%-67.3pp | 373.66%-372.6pp |
| Employer contribution / active EE | $941 | $5,246-82.1% | $4,859-80.6% | $4,754-80.2% |
| Participant deferral / active EE | $6,704 | $8,103-17.3% | $7,760-13.6% | $6,712-0.1% |
| Admin fee / account holder | $1,287 | $12,406-89.6% | $10,767-88.0% | $11,409-88.7% |