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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 | $27,583 | $160,040-82.8% | $147,096-81.2% | $145,877-81.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 4.43% | 98.49%-94.1pp | 419.75%-415.3pp | 551.28%-546.9pp |
| Employer contribution / active EE | $942 | $5,289-82.2% | $4,936-80.9% | $4,663-79.8% |
| Participant deferral / active EE | $6,282 | $8,429-25.5% | $8,071-22.2% | $6,691-6.1% |
| Admin fee / account holder | $12,090 | $15,050-19.7% | $13,005-7.0% | $13,402-9.8% |