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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 | $81,140 | $165,361-50.9% | $149,715-45.8% | $158,950-49.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.43% | 348.24%-340.8pp | 276.66%-269.2pp | 302.91%-295.5pp |
| Employer contribution / active EE | $682 | $5,103-86.6% | $4,645-85.3% | $4,762-85.7% |
| Participant deferral / active EE | $7,627 | $7,182+6.2% | $6,842+11.5% | $5,983+27.5% |
| Admin fee / account holder | $308 | $10,808-97.2% | $9,310-96.7% | $11,248-97.3% |