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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 | $41,866 | $183,627-77.2% | $155,602-73.1% | $145,978-71.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.79% | 61.32%-55.5pp | 64.81%-59.0pp | 550.52%-544.7pp |
| Employer contribution / active EE | $966 | $5,316-81.8% | $4,675-79.3% | $4,662-79.3% |
| Participant deferral / active EE | $3,344 | $6,466-48.3% | $5,629-40.6% | $6,690-50.0% |
| Admin fee / account holder | $447 | $19,327-97.7% | $15,923-97.2% | $13,400-96.7% |