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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 | $106,859 | $160,028-33.2% | $147,080-27.3% | $145,884-26.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.27% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $260 | $5,286-95.1% | $4,933-94.7% | $4,662-94.4% |
| Participant deferral / active EE | $3,483 | $8,422-58.6% | $8,066-56.8% | $6,690-47.9% |
| Admin fee / account holder | $1,986 | $15,030-86.8% | $12,989-84.7% | $13,392-85.2% |