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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 | $140,836 | $106,236+32.6% | $96,496+45.9% | $139,427+1.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 10.73% | 38.43%-27.7pp | 35.70%-25.0pp | 373.27%-362.5pp |
| Employer contribution / active EE | $22 | $4,104-99.5% | $3,738-99.4% | $4,752-99.5% |
| Participant deferral / active EE | $9,088 | $5,455+66.6% | $4,879+86.3% | $6,711+35.4% |
| Admin fee / account holder | $2,743 | $7,879-65.2% | $6,731-59.2% | $11,404-75.9% |