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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 | $155,555-33.8% | $146,866-29.9% | $155,188-33.7% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.5%-46.1pp | 80.8%-44.4pp |
| Annual return | 9.92% | 115.41%-105.5pp | 102.85%-92.9pp | 148.84%-138.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,093 | $8,044-24.3% | $7,759-21.5% | $6,531-6.7% |
| Admin fee / account holder | $4,663 | $14,755-68.4% | $13,620-65.8% | $14,480-67.8% |