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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 | $120,345 | $209,336-42.5% | $197,124-38.9% | $137,256-12.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 9.98% | 48.09%-38.1pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,580 | $9,614-52.4% | $9,135-49.9% | $6,407-28.5% |
| Admin fee / account holder | $5,210 | $17,308-69.9% | $16,298-68.0% | $12,270-57.5% |