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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 | $160,040-68.5% | $147,096-65.7% | $145,877-65.4% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 6.80% | 98.49%-91.7pp | 419.75%-412.9pp | 551.28%-544.5pp |
| Employer contribution / active EE | $743 | $5,289-86.0% | $4,936-84.9% | $4,663-84.1% |
| Participant deferral / active EE | $3,064 | $8,429-63.6% | $8,071-62.0% | $6,691-54.2% |
| Admin fee / account holder | $2,555 | $15,050-83.0% | $13,005-80.4% | $13,402-80.9% |