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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 | $158,992 | $209,428-24.1% | $178,498-10.9% | $158,9500% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 0.64% | 188.78%-188.1pp | 151.09%-150.5pp | 302.91%-302.3pp |
| Employer contribution / active EE | $858 | $5,707-85.0% | $5,011-82.9% | $4,762-82.0% |
| Participant deferral / active EE | $5,067 | $5,955-14.9% | $5,202-2.6% | $5,983-15.3% |
| Admin fee / account holder | $5,029 | $17,077-70.6% | $13,985-64.0% | $11,248-55.3% |