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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 | $121,291 | $185,905-34.8% | $170,057-28.7% | $139,487-13.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 8.94% | 60.56%-51.6pp | 53.42%-44.5pp | 373.84%-364.9pp |
| Employer contribution / active EE | $1,408 | $7,597-81.5% | $6,790-79.3% | $4,755-70.4% |
| Participant deferral / active EE | $12,000 | $11,627+3.2% | $10,411+15.3% | $6,713+78.8% |
| Admin fee / account holder | $1,949 | $15,397-87.3% | $12,826-84.8% | $11,407-82.9% |