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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 | $130,170 | $87,225+49.2% | $158,226-17.7% | $94,015+38.5% |
| Participation rate | 66.7% | 67.9%-1.3pp | 74.8%-8.2pp | 70.8%-4.2pp |
| Annual return | 5.72% | 16.34%-10.6pp | 501.41%-495.7pp | 17.84%-12.1pp |
| Employer contribution / active EE | $340 | $2,217-84.7% | $2,986-88.6% | $2,790-87.8% |
| Participant deferral / active EE | $4,882 | $3,405+43.4% | $4,317+13.1% | $4,249+14.9% |
| Admin fee / account holder | $13,402 | $7,888+69.9% | $10,217+31.2% | $8,951+49.7% |