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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 | $39,795 | $198,457-79.9% | $170,435-76.7% | $147,586-73.0% |
| Participation rate | 38.9% | 88.0%-49.1pp | 83.6%-44.7pp | 82.8%-43.9pp |
| Annual return | 5.75% | 257.30%-251.6pp | 205.94%-200.2pp | 578.59%-572.8pp |
| Employer contribution / active EE | $887 | $6,183-85.7% | $5,432-83.7% | $4,876-81.8% |
| Participant deferral / active EE | $2,037 | $5,629-63.8% | $4,939-58.8% | $5,439-62.5% |
| Admin fee / account holder | $10,716 | $16,852-36.4% | $13,881-22.8% | $10,886-1.6% |