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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 | $154,420 | $160,028-3.5% | $147,080+5.0% | $145,884+5.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.98% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $663 | $5,286-87.5% | $4,933-86.6% | $4,662-85.8% |
| Participant deferral / active EE | $20,680 | $8,422+145.6% | $8,066+156.4% | $6,690+209.1% |
| Admin fee / account holder | $31,053 | $15,030+106.6% | $12,989+139.1% | $13,392+131.9% |