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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 | $56,935 | $166,089-65.7% | $164,928-65.5% | $145,978-61.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 8.14% | 100.26%-92.1pp | 70.08%-61.9pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,007 | $5,276-80.9% | $4,343-76.8% | $4,662-78.4% |
| Participant deferral / active EE | $4,695 | $6,961-32.6% | $6,034-22.2% | $6,690-29.8% |
| Admin fee / account holder | $8,286 | $16,641-50.2% | $12,684-34.7% | $13,400-38.2% |