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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 | $61,636 | $166,242-62.9% | $165,071-62.7% | $145,884-57.7% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 8.50% | 100.44%-91.9pp | 70.17%-61.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $832 | $5,283-84.3% | $4,347-80.9% | $4,662-82.2% |
| Participant deferral / active EE | $2,858 | $6,964-59.0% | $6,035-52.6% | $6,690-57.3% |
| Admin fee / account holder | $1,684 | $16,658-89.9% | $12,695-86.7% | $13,392-87.4% |