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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 | $206,510 | $160,040+29.0% | $147,096+40.4% | $145,877+41.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 5.11% | 98.49%-93.4pp | 419.75%-414.6pp | 551.28%-546.2pp |
| Employer contribution / active EE | $862 | $5,289-83.7% | $4,936-82.5% | $4,663-81.5% |
| Participant deferral / active EE | $8,566 | $8,429+1.6% | $8,071+6.1% | $6,691+28.0% |
| Admin fee / account holder | $696 | $15,050-95.4% | $13,005-94.6% | $13,402-94.8% |