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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 | $186,490 | $183,592+1.6% | $155,574+19.9% | $145,877+27.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.23% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $983 | $5,317-81.5% | $4,676-79.0% | $4,663-78.9% |
| Participant deferral / active EE | $5,001 | $6,466-22.7% | $5,629-11.2% | $6,691-25.3% |
| Admin fee / account holder | $4,371 | $19,316-77.4% | $15,914-72.5% | $13,402-67.4% |