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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 | $54,092 | $183,592-70.5% | $155,567-65.2% | $145,959-62.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.42% | 61.24%-53.8pp | 64.74%-57.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $878 | $5,315-83.5% | $4,674-81.2% | $4,661-81.2% |
| Participant deferral / active EE | $3,510 | $6,464-45.7% | $5,628-37.6% | $6,689-47.5% |
| Admin fee / account holder | $421 | $19,318-97.8% | $15,916-97.4% | $13,398-96.9% |