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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 | $102,955 | $162,136-36.5% | $152,301-32.4% | $154,746-33.5% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 9.92% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,093 | $8,341-27.0% | $8,004-23.9% | $6,730-9.5% |
| Admin fee / account holder | $4,663 | $15,759-70.4% | $14,398-67.6% | $14,365-67.5% |