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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 | $39,348 | $160,040-75.4% | $147,096-73.3% | $145,877-73.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 9.43% | 98.49%-89.1pp | 419.75%-410.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $178 | $5,289-96.6% | $4,936-96.4% | $4,663-96.2% |
| Participant deferral / active EE | $3,912 | $8,429-53.6% | $8,071-51.5% | $6,691-41.5% |
| Admin fee / account holder | $993 | $15,050-93.4% | $13,005-92.4% | $13,402-92.6% |