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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 | $140,440 | $213,785-34.3% | $185,441-24.3% | $155,188-9.5% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 6.14% | 19.97%-13.8pp | 20.16%-14.0pp | 148.84%-142.7pp |
| Employer contribution / active EE | $691 | $5,393-87.2% | $4,672-85.2% | $4,248-83.7% |
| Participant deferral / active EE | $3,711 | $6,864-45.9% | $6,152-39.7% | $6,531-43.2% |
| Admin fee / account holder | $2,575 | $21,134-87.8% | $17,890-85.6% | $14,480-82.2% |