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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 | $154,625 | $156,398-1.1% | $147,318+5.0% | $138,895+11.3% |
| Participation rate | 40.9% | 83.8%-42.8pp | 82.1%-41.2pp | 79.9%-39.0pp |
| Annual return | 11.44% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $814 | $4,853-83.2% | $4,593-82.3% | $4,194-80.6% |
| Participant deferral / active EE | $2,640 | $8,237-67.9% | $7,906-66.6% | $6,396-58.7% |
| Admin fee / account holder | $2,978 | $14,976-80.1% | $13,708-78.3% | $12,562-76.3% |