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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 | $53,121 | $183,516-71.1% | $155,534-65.8% | $145,884-63.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 7.81% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $516 | $5,315-90.3% | $4,675-89.0% | $4,662-88.9% |
| Participant deferral / active EE | $4,263 | $6,467-34.1% | $5,630-24.3% | $6,690-36.3% |
| Admin fee / account holder | $7,461 | $19,293-61.3% | $15,900-53.1% | $13,392-44.3% |