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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 | $52,709 | $154,228-65.8% | $145,433-63.8% | $137,256-61.6% |
| Participation rate | 26.3% | 83.8%-57.5pp | 82.1%-55.8pp | 80.0%-53.6pp |
| Annual return | 9.37% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $532 | $4,804-88.9% | $4,554-88.3% | $4,156-87.2% |
| Participant deferral / active EE | $3,904 | $8,216-52.5% | $7,897-50.6% | $6,407-39.1% |
| Admin fee / account holder | $4,621 | $14,344-67.8% | $13,129-64.8% | $12,270-62.3% |