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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 | $160,040-1.1% | $147,096+7.6% | $145,877+8.5% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 7.17% | 98.49%-91.3pp | 419.75%-412.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $648 | $5,289-87.8% | $4,936-86.9% | $4,663-86.1% |
| Participant deferral / active EE | $2,641 | $8,429-68.7% | $8,071-67.3% | $6,691-60.5% |
| Admin fee / account holder | $2,077 | $15,050-86.2% | $13,005-84.0% | $13,402-84.5% |