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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 | $127,479 | $185,312-31.2% | $161,489-21.1% | $154,746-17.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 8.26% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $912 | $4,769-80.9% | $4,268-78.6% | $4,379-79.2% |
| Participant deferral / active EE | $4,887 | $6,350-23.0% | $5,630-13.2% | $6,730-27.4% |
| Admin fee / account holder | $3,107 | $18,654-83.3% | $16,006-80.6% | $14,365-78.4% |