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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 | $183,592-4.3% | $155,574+12.9% | $145,877+20.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 6.52% | 61.37%-54.9pp | 64.87%-58.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $593 | $5,317-88.9% | $4,676-87.3% | $4,663-87.3% |
| Participant deferral / active EE | $4,551 | $6,466-29.6% | $5,629-19.1% | $6,691-32.0% |
| Admin fee / account holder | $3,660 | $19,316-81.1% | $15,914-77.0% | $13,402-72.7% |