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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 | $126,768 | $160,040-20.8% | $147,096-13.8% | $145,877-13.1% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 6.94% | 98.49%-91.6pp | 419.75%-412.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $509 | $5,289-90.4% | $4,936-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $3,940 | $8,429-53.3% | $8,071-51.2% | $6,691-41.1% |
| Admin fee / account holder | $1,504 | $15,050-90.0% | $13,005-88.4% | $13,402-88.8% |