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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 | $82,280 | $150,412-45.3% | $120,574-31.8% | $145,884-43.6% |
| Participation rate | 26.7% | 78.8%-52.1pp | 71.9%-45.3pp | 80.3%-53.6pp |
| Annual return | 5.59% | 154.50%-148.9pp | 107.42%-101.8pp | 551.85%-546.3pp |
| Employer contribution / active EE | $585 | $4,355-86.6% | $3,471-83.2% | $4,662-87.5% |
| Participant deferral / active EE | $2,079 | $6,175-66.3% | $4,996-58.4% | $6,690-68.9% |
| Admin fee / account holder | $484 | $12,224-96.0% | $9,445-94.9% | $13,392-96.4% |