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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 | $89,504 | $110,337-18.9% | $102,383-12.6% | $145,877-38.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.68% | 24.83%-19.2pp | 24.94%-19.3pp | 551.28%-545.6pp |
| Employer contribution / active EE | $318 | $4,216-92.4% | $3,870-91.8% | $4,663-93.2% |
| Participant deferral / active EE | $7,684 | $5,621+36.7% | $5,060+51.9% | $6,691+14.8% |
| Admin fee / account holder | $13,703 | $9,750+40.5% | $8,391+63.3% | $13,402+2.2% |