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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 | $110,585 | $150,412-26.5% | $120,574-8.3% | $145,884-24.2% |
| Participation rate | 39.1% | 78.8%-39.7pp | 71.9%-32.8pp | 80.3%-41.2pp |
| Annual return | 8.15% | 154.50%-146.3pp | 107.42%-99.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $710 | $4,355-83.7% | $3,471-79.5% | $4,662-84.8% |
| Participant deferral / active EE | $1,440 | $6,175-76.7% | $4,996-71.2% | $6,690-78.5% |
| Admin fee / account holder | $9,655 | $12,224-21.0% | $9,445+2.2% | $13,392-27.9% |