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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 | $135,193 | $162,136-16.6% | $152,301-11.2% | $154,746-12.6% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 11.29% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $654 | $4,890-86.6% | $4,624-85.9% | $4,379-85.1% |
| Participant deferral / active EE | $3,664 | $8,341-56.1% | $8,004-54.2% | $6,730-45.6% |
| Admin fee / account holder | $1,156 | $15,759-92.7% | $14,398-92.0% | $14,365-92.0% |