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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 | $132,174 | $162,136-18.5% | $152,301-13.2% | $154,746-14.6% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 6.48% | 91.02%-84.5pp | 80.50%-74.0pp | 172.34%-165.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,369 | $8,341-59.6% | $8,004-57.9% | $6,730-49.9% |
| Admin fee / account holder | $9,297 | $15,759-41.0% | $14,398-35.4% | $14,365-35.3% |