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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 | $155,555-15.0% | $146,866-10.0% | $155,188-14.8% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.5%-65.8pp | 80.8%-64.1pp |
| Annual return | 6.48% | 115.41%-108.9pp | 102.85%-96.4pp | 148.84%-142.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,369 | $8,044-58.1% | $7,759-56.6% | $6,531-48.4% |
| Admin fee / account holder | $9,297 | $14,755-37.0% | $13,620-31.7% | $14,480-35.8% |