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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 | $162,136-24.3% | $152,301-19.4% | $154,746-20.7% |
| Participation rate | 27.8% | 84.1%-56.3pp | 82.4%-54.7pp | 80.7%-52.9pp |
| Annual return | 11.37% | 91.02%-79.7pp | 80.50%-69.1pp | 172.34%-161.0pp |
| Employer contribution / active EE | $556 | $4,890-88.6% | $4,624-88.0% | $4,379-87.3% |
| Participant deferral / active EE | $4,428 | $8,341-46.9% | $8,004-44.7% | $6,730-34.2% |
| Admin fee / account holder | $787 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |