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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 | $158,221 | $160,070-1.2% | $147,117+7.5% | $145,897+8.4% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 7.17% | 98.69%-91.5pp | 420.54%-413.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $648 | $5,285-87.7% | $4,932-86.9% | $4,663-86.1% |
| Participant deferral / active EE | $2,641 | $8,419-68.6% | $8,065-67.3% | $6,689-60.5% |
| Admin fee / account holder | $2,077 | $15,035-86.2% | $12,993-84.0% | $13,390-84.5% |