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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 | $154,806 | $201,344-23.1% | $184,243-16.0% | $145,877+6.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 3.26% | 29.01%-25.7pp | 28.82%-25.6pp | 551.28%-548.0pp |
| Employer contribution / active EE | $1,097 | $7,022-84.4% | $6,427-82.9% | $4,663-76.5% |
| Participant deferral / active EE | $10,915 | $9,807+11.3% | $9,132+19.5% | $6,691+63.1% |
| Admin fee / account holder | $1,825 | $16,382-88.9% | $13,914-86.9% | $13,402-86.4% |