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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 | $160,028+10.6% | $147,080+20.3% | $145,884+21.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.39% | 98.60%-91.2pp | 420.17%-412.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $840 | $5,286-84.1% | $4,933-83.0% | $4,662-82.0% |
| Participant deferral / active EE | $10,500 | $8,422+24.7% | $8,066+30.2% | $6,690+57.0% |
| Admin fee / account holder | $1,319 | $15,030-91.2% | $12,989-89.8% | $13,392-90.2% |