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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 | $93,167 | $159,934-41.7% | $147,005-36.6% | $145,959-36.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.16% | 98.24%-91.1pp | 418.76%-411.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $990 | $5,287-81.3% | $4,934-79.9% | $4,661-78.8% |
| Participant deferral / active EE | $2,954 | $8,427-65.0% | $8,070-63.4% | $6,689-55.8% |
| Admin fee / account holder | $9,544 | $15,053-36.6% | $13,006-26.6% | $13,398-28.8% |