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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 | $50,460 | $160,070-68.5% | $147,117-65.7% | $145,897-65.4% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 6.80% | 98.69%-91.9pp | 420.54%-413.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $743 | $5,285-85.9% | $4,932-84.9% | $4,663-84.1% |
| Participant deferral / active EE | $3,064 | $8,419-63.6% | $8,065-62.0% | $6,689-54.2% |
| Admin fee / account holder | $2,555 | $15,035-83.0% | $12,993-80.3% | $13,390-80.9% |