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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 | $176,981 | $160,040+10.6% | $147,096+20.3% | $145,877+21.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.39% | 98.49%-91.1pp | 419.75%-412.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $840 | $5,289-84.1% | $4,936-83.0% | $4,663-82.0% |
| Participant deferral / active EE | $10,500 | $8,429+24.6% | $8,071+30.1% | $6,691+56.9% |
| Admin fee / account holder | $1,319 | $15,050-91.2% | $13,005-89.9% | $13,402-90.2% |