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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 | $121,014 | $148,582-18.6% | $135,942-11.0% | $139,456-13.2% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 11.74% | 79.26%-67.5pp | 68.28%-56.5pp | 373.45%-361.7pp |
| Employer contribution / active EE | $432 | $5,245-91.8% | $4,858-91.1% | $4,753-90.9% |
| Participant deferral / active EE | $3,640 | $8,101-55.1% | $7,759-53.1% | $6,711-45.8% |
| Admin fee / account holder | $15,807 | $12,402+27.5% | $10,764+46.9% | $11,407+38.6% |