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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 | $56,642 | $175,257-67.7% | $149,717-62.2% | $139,456-59.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.68% | 166.70%-159.0pp | 134.41%-126.7pp | 373.45%-365.8pp |
| Employer contribution / active EE | $1,031 | $5,477-81.2% | $4,820-78.6% | $4,753-78.3% |
| Participant deferral / active EE | $3,044 | $6,521-53.3% | $5,682-46.4% | $6,711-54.6% |
| Admin fee / account holder | $6,160 | $16,156-61.9% | $13,213-53.4% | $11,407-46.0% |