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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 | $129,542 | $198,462-34.7% | $170,439-24.0% | $147,585-12.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 7.87% | 257.30%-249.4pp | 205.94%-198.1pp | 578.58%-570.7pp |
| Employer contribution / active EE | $965 | $6,184-84.4% | $5,433-82.2% | $4,876-80.2% |
| Participant deferral / active EE | $4,200 | $5,629-25.4% | $4,939-15.0% | $5,439-22.8% |
| Admin fee / account holder | $3,000 | $16,852-82.2% | $13,881-78.4% | $10,886-72.4% |