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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 | $161,085 | $175,259-8.1% | $149,723+7.6% | $139,487+15.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.73% | 166.82%-160.1pp | 134.50%-127.8pp | 373.84%-367.1pp |
| Employer contribution / active EE | $655 | $5,478-88.1% | $4,821-86.4% | $4,755-86.2% |
| Participant deferral / active EE | $2,548 | $6,522-60.9% | $5,682-55.2% | $6,713-62.0% |
| Admin fee / account holder | $425 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |