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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 | $159,978-75.4% | $147,041-73.2% | $145,978-73.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 9.43% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $178 | $5,288-96.6% | $4,935-96.4% | $4,662-96.2% |
| Participant deferral / active EE | $3,912 | $8,429-53.6% | $8,071-51.5% | $6,690-41.5% |
| Admin fee / account holder | $993 | $15,053-93.4% | $13,006-92.4% | $13,400-92.6% |