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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 | $30,002 | $183,539-83.7% | $155,556-80.7% | $145,897-79.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.79% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $582 | $5,315-89.1% | $4,675-87.6% | $4,663-87.5% |
| Participant deferral / active EE | $3,469 | $6,467-46.4% | $5,631-38.4% | $6,689-48.1% |
| Admin fee / account holder | $770 | $19,275-96.0% | $15,885-95.2% | $13,390-94.3% |