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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 | $88,344 | $178,174-50.4% | $156,181-43.4% | $137,256-35.6% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.8%-10.1pp | 80.0%-11.2pp |
| Annual return | 5.61% | 84.19%-78.6pp | 64.87%-59.3pp | 220.34%-214.7pp |
| Employer contribution / active EE | $832 | $4,972-83.3% | $4,294-80.6% | $4,156-80.0% |
| Participant deferral / active EE | $2,448 | $6,888-64.5% | $6,132-60.1% | $6,407-61.8% |
| Admin fee / account holder | $29,085 | $17,404+67.1% | $14,586+99.4% | $12,270+137.0% |