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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 | $76,720 | $209,425-63.4% | $178,499-57.0% | $158,966-51.7% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 4.97% | 188.80%-183.8pp | 151.10%-146.1pp | 302.95%-298.0pp |
| Employer contribution / active EE | $1,067 | $5,707-81.3% | $5,011-78.7% | $4,762-77.6% |
| Participant deferral / active EE | $3,005 | $5,955-49.5% | $5,202-42.2% | $5,983-49.8% |
| Admin fee / account holder | $660 | $17,078-96.1% | $13,986-95.3% | $11,250-94.1% |