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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 | $147,692 | $217,432-32.1% | $185,851-20.5% | $167,553-11.9% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 7.88% | 148.43%-140.5pp | 122.11%-114.2pp | 478.89%-471.0pp |
| Employer contribution / active EE | $936 | $5,874-84.1% | $5,168-81.9% | $4,840-80.7% |
| Participant deferral / active EE | $9,425 | $6,357+48.3% | $5,569+69.3% | $6,343+48.6% |
| Admin fee / account holder | $591 | $19,820-97.0% | $16,245-96.4% | $12,316-95.2% |