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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 | $22,138 | $175,231-87.4% | $149,696-85.2% | $139,466-84.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 10.62% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $664 | $5,478-87.9% | $4,821-86.2% | $4,754-86.0% |
| Participant deferral / active EE | $3,202 | $6,521-50.9% | $5,682-43.7% | $6,712-52.3% |
| Admin fee / account holder | $2,748 | $16,155-83.0% | $13,212-79.2% | $11,409-75.9% |