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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 | $140,366 | $75,807+85.2% | $116,096+20.9% | $86,983+61.4% |
| Participation rate | 69.0% | 66.9%+2.1pp | 73.3%-4.4pp | 69.5%-0.6pp |
| Annual return | 11.11% | 18.57%-7.5pp | 326.25%-315.1pp | 25.83%-14.7pp |
| Employer contribution / active EE | $165 | $1,892-91.3% | $2,503-93.4% | $2,584-93.6% |
| Participant deferral / active EE | $3,519 | $3,212+9.6% | $3,952-10.9% | $4,194-16.1% |
| Admin fee / account holder | $8,670 | $6,659+30.2% | $7,704+12.5% | $7,856+10.4% |