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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 | $103,134 | $144,130-28.4% | $117,861-12.5% | $147,586-30.1% |
| Participation rate | 5.9% | 83.4%-77.5pp | 79.7%-73.8pp | 82.8%-76.9pp |
| Annual return | 5.40% | 531.20%-525.8pp | 335.11%-329.7pp | 578.59%-573.2pp |
| Employer contribution / active EE | $614 | $4,897-87.5% | $3,786-83.8% | $4,876-87.4% |
| Participant deferral / active EE | $2,824 | $5,316-46.9% | $4,482-37.0% | $5,439-48.1% |
| Admin fee / account holder | $749 | $10,887-93.1% | $8,021-90.7% | $10,886-93.1% |