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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 | $175,666 | $183,516-4.3% | $155,534+12.9% | $145,884+20.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 6.52% | 61.43%-54.9pp | 64.92%-58.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $593 | $5,315-88.9% | $4,675-87.3% | $4,662-87.3% |
| Participant deferral / active EE | $4,551 | $6,467-29.6% | $5,630-19.2% | $6,690-32.0% |
| Admin fee / account holder | $3,660 | $19,293-81.0% | $15,900-77.0% | $13,392-72.7% |