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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 | $104,013 | $183,592-43.3% | $155,567-33.1% | $145,959-28.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.57% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $423 | $5,315-92.0% | $4,674-91.0% | $4,661-90.9% |
| Participant deferral / active EE | $10,567 | $6,464+63.5% | $5,628+87.8% | $6,689+58.0% |
| Admin fee / account holder | $5,085 | $19,318-73.7% | $15,916-68.1% | $13,398-62.0% |