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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% | $155,574-65.2% | $145,877-62.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.42% | 61.37%-54.0pp | 64.87%-57.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $878 | $5,317-83.5% | $4,676-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $3,510 | $6,466-45.7% | $5,629-37.6% | $6,691-47.5% |
| Admin fee / account holder | $421 | $19,316-97.8% | $15,914-97.4% | $13,402-96.9% |