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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 | $70,703 | $171,867-58.9% | $149,721-52.8% | $147,586-52.1% |
| Participation rate | 42.1% | 88.2%-46.1pp | 87.1%-45.0pp | 82.8%-40.7pp |
| Annual return | 4.00% | 2113.36%-2109.4pp | 1501.67%-1497.7pp | 578.59%-574.6pp |
| Employer contribution / active EE | $931 | $6,275-85.2% | $5,444-82.9% | $4,876-80.9% |
| Participant deferral / active EE | $3,086 | $7,270-57.6% | $6,568-53.0% | $5,439-43.3% |
| Admin fee / account holder | $5,037 | $13,799-63.5% | $11,282-55.4% | $10,886-53.7% |