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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 | $83,319 | $209,425-60.2% | $178,499-53.3% | $158,966-47.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 4.42% | 188.80%-184.4pp | 151.10%-146.7pp | 302.95%-298.5pp |
| Employer contribution / active EE | $633 | $5,707-88.9% | $5,011-87.4% | $4,762-86.7% |
| Participant deferral / active EE | $2,500 | $5,955-58.0% | $5,202-51.9% | $5,983-58.2% |
| Admin fee / account holder | $8,032 | $17,078-53.0% | $13,986-42.6% | $11,250-28.6% |