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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 | $103,953 | $213,785-51.4% | $185,441-43.9% | $155,188-33.0% |
| Participation rate | 57.1% | 83.2%-26.1pp | 80.3%-23.1pp | 80.8%-23.7pp |
| Annual return | 4.06% | 19.97%-15.9pp | 20.16%-16.1pp | 148.84%-144.8pp |
| Employer contribution / active EE | $959 | $5,393-82.2% | $4,672-79.5% | $4,248-77.4% |
| Participant deferral / active EE | $9,639 | $6,864+40.4% | $6,152+56.7% | $6,531+47.6% |
| Admin fee / account holder | $595 | $21,134-97.2% | $17,890-96.7% | $14,480-95.9% |