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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 | $91,165 | $202,342-54.9% | $172,752-47.2% | $152,897-40.4% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.5%-17.7pp |
| Annual return | 2.48% | 1029.83%-1027.3pp | 802.97%-800.5pp | 345.43%-342.9pp |
| Employer contribution / active EE | $855 | $5,858-85.4% | $5,144-83.4% | $4,764-82.1% |
| Participant deferral / active EE | $2,190 | $5,948-63.2% | $5,198-57.9% | $5,851-62.6% |
| Admin fee / account holder | $3,011 | $17,111-82.4% | $13,955-78.4% | $11,599-74.0% |