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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 | $53,146 | $202,345-73.7% | $172,755-69.2% | $152,885-65.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 8.27% | 1029.77%-1021.5pp | 802.94%-794.7pp | 345.39%-337.1pp |
| Employer contribution / active EE | $778 | $5,858-86.7% | $5,144-84.9% | $4,763-83.7% |
| Participant deferral / active EE | $4,820 | $5,948-19.0% | $5,198-7.3% | $5,851-17.6% |
| Admin fee / account holder | $410 | $17,111-97.6% | $13,955-97.1% | $11,598-96.5% |