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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 | $36,896 | $156,398-76.4% | $147,318-75.0% | $138,895-73.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 4.35% | 78.75%-74.4pp | 70.43%-66.1pp | 145.39%-141.0pp |
| Employer contribution / active EE | $725 | $4,853-85.1% | $4,593-84.2% | $4,194-82.7% |
| Participant deferral / active EE | $9,323 | $8,237+13.2% | $7,906+17.9% | $6,396+45.8% |
| Admin fee / account holder | $3,889 | $14,976-74.0% | $13,708-71.6% | $12,562-69.0% |