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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 | $102,644 | $157,276-34.7% | $141,177-27.3% | $152,885-32.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 14.07% | 64.33%-50.3pp | 71.40%-57.3pp | 345.39%-331.3pp |
| Employer contribution / active EE | $479 | $5,262-90.9% | $4,736-89.9% | $4,763-89.9% |
| Participant deferral / active EE | $10,013 | $7,110+40.8% | $6,710+49.2% | $5,851+71.1% |
| Admin fee / account holder | $5,761 | $12,123-52.5% | $10,263-43.9% | $11,598-50.3% |