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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 | $89,008 | $114,119-22.0% | $107,187-17.0% | $138,895-35.9% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 7.29% | 273.21%-265.9pp | 204.55%-197.3pp | 145.39%-138.1pp |
| Employer contribution / active EE | $484 | $4,059-88.1% | $3,782-87.2% | $4,194-88.5% |
| Participant deferral / active EE | $3,290 | $5,538-40.6% | $5,096-35.4% | $6,396-48.6% |
| Admin fee / account holder | $521 | $10,024-94.8% | $9,162-94.3% | $12,562-95.9% |