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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 | $122,687 | $154,228-20.5% | $145,433-15.6% | $137,256-10.6% |
| Participation rate | 27.8% | 83.8%-56.0pp | 82.1%-54.3pp | 80.0%-52.2pp |
| Annual return | 11.37% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $556 | $4,804-88.4% | $4,554-87.8% | $4,156-86.6% |
| Participant deferral / active EE | $4,428 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $787 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |