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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 | $70,688 | $155,555-54.6% | $146,866-51.9% | $155,188-54.5% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 4.68% | 115.41%-110.7pp | 102.85%-98.2pp | 148.84%-144.2pp |
| Employer contribution / active EE | $424 | $4,647-90.9% | $4,425-90.4% | $4,248-90.0% |
| Participant deferral / active EE | $8,905 | $8,044+10.7% | $7,759+14.8% | $6,531+36.4% |
| Admin fee / account holder | $474 | $14,755-96.8% | $13,620-96.5% | $14,480-96.7% |