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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 | $114,124 | $183,516-37.8% | $155,534-26.6% | $145,884-21.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.66% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $938 | $5,315-82.3% | $4,675-79.9% | $4,662-79.9% |
| Participant deferral / active EE | $2,994 | $6,467-53.7% | $5,630-46.8% | $6,690-55.2% |
| Admin fee / account holder | $37,445 | $19,293+94.1% | $15,900+135.5% | $13,392+179.6% |