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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 | $134,817-34.0% | $123,973-28.2% | $155,188-42.6% |
| Participation rate | 22.2% | 79.4%-57.2pp | 76.7%-54.4pp | 80.8%-58.6pp |
| Annual return | 7.29% | 515.49%-508.2pp | 388.13%-380.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $484 | $4,425-89.1% | $4,126-88.3% | $4,248-88.6% |
| Participant deferral / active EE | $3,290 | $5,706-42.3% | $5,247-37.3% | $6,531-49.6% |
| Admin fee / account holder | $521 | $13,245-96.1% | $11,799-95.6% | $14,480-96.4% |