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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 | $114,828 | $110,379+4.0% | $102,412+12.1% | $145,884-21.3% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 8.46% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $356 | $4,216-91.5% | $3,870-90.8% | $4,662-92.4% |
| Participant deferral / active EE | $2,072 | $5,622-63.1% | $5,060-59.1% | $6,690-69.0% |
| Admin fee / account holder | $2,131 | $9,745-78.1% | $8,388-74.6% | $13,392-84.1% |