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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 | $140,343 | $110,410+27.1% | $102,437+37.0% | $145,897-3.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.81% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | -$240 | $4,217-105.7% | $3,871-106.2% | $4,663-105.1% |
| Participant deferral / active EE | $8,960 | $5,622+59.4% | $5,060+77.1% | $6,689+33.9% |
| Admin fee / account holder | $1,127 | $9,745-88.4% | $8,388-86.6% | $13,390-91.6% |