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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 | $166,813 | $184,014-9.3% | $161,149+3.5% | $138,895+20.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 7.46% | 21.52%-14.1pp | 21.16%-13.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $887 | $5,055-82.5% | $4,360-79.7% | $4,194-78.9% |
| Participant deferral / active EE | $9,500 | $6,909+37.5% | $6,153+54.4% | $6,396+48.5% |
| Admin fee / account holder | $1,677 | $18,027-90.7% | $15,194-89.0% | $12,562-86.7% |