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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 | $186,992 | $154,228+21.2% | $145,433+28.6% | $137,256+36.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 9.89% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $524 | $4,804-89.1% | $4,554-88.5% | $4,156-87.4% |
| Participant deferral / active EE | $7,273 | $8,216-11.5% | $7,897-7.9% | $6,407+13.5% |
| Admin fee / account holder | $3,932 | $14,344-72.6% | $13,129-70.1% | $12,270-68.0% |