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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 | $143,123 | $201,370-28.9% | $184,256-22.3% | $145,897-1.9% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 6.98% | 29.05%-22.1pp | 28.85%-21.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,229 | $7,024-82.5% | $6,427-80.9% | $4,663-73.6% |
| Participant deferral / active EE | $6,616 | $9,808-32.5% | $9,133-27.6% | $6,689-1.1% |
| Admin fee / account holder | $6,887 | $16,364-57.9% | $13,899-50.5% | $13,390-48.6% |