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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 | $106,569 | $110,410-3.5% | $102,437+4.0% | $145,897-27.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.04% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $155 | $4,217-96.3% | $3,871-96.0% | $4,663-96.7% |
| Participant deferral / active EE | $11,290 | $5,622+100.8% | $5,060+123.1% | $6,689+68.8% |
| Admin fee / account holder | $14,138 | $9,745+45.1% | $8,388+68.5% | $13,390+5.6% |