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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 | $101,394 | $217,432-53.4% | $185,849-45.4% | $167,536-39.5% |
| Participation rate | 44.4% | 86.1%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 5.17% | 148.42%-143.2pp | 122.10%-116.9pp | 478.82%-473.6pp |
| Employer contribution / active EE | $1,160 | $5,875-80.3% | $5,169-77.6% | $4,839-76.0% |
| Participant deferral / active EE | $3,740 | $6,357-41.2% | $5,569-32.8% | $6,342-41.0% |
| Admin fee / account holder | $13,999 | $19,818-29.4% | $16,244-13.8% | $12,315+13.7% |