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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 | $103,294 | $183,592-43.7% | $155,574-33.6% | $145,877-29.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.26% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $587 | $5,317-89.0% | $4,676-87.5% | $4,663-87.4% |
| Participant deferral / active EE | $3,627 | $6,466-43.9% | $5,629-35.6% | $6,691-45.8% |
| Admin fee / account holder | $1,336 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |