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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 | $113,246 | $202,345-44.0% | $172,755-34.4% | $152,885-25.9% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.5%-47.5pp |
| Annual return | 8.55% | 1029.77%-1021.2pp | 802.94%-794.4pp | 345.39%-336.8pp |
| Employer contribution / active EE | $1,051 | $5,858-82.1% | $5,144-79.6% | $4,763-77.9% |
| Participant deferral / active EE | $2,804 | $5,948-52.9% | $5,198-46.1% | $5,851-52.1% |
| Admin fee / account holder | $2,895 | $17,111-83.1% | $13,955-79.3% | $11,598-75.0% |