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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 | $80,485 | $111,535-27.8% | $105,223-23.5% | $137,256-41.4% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.8pp | 80.0%-44.7pp |
| Annual return | 10.61% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $104 | $3,939-97.4% | $3,689-97.2% | $4,156-97.5% |
| Participant deferral / active EE | $2,464 | $5,500-55.2% | $5,072-51.4% | $6,407-61.5% |
| Admin fee / account holder | $490 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |