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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 | $180,277 | $183,539-1.8% | $155,556+15.9% | $145,897+23.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.41% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $671 | $5,315-87.4% | $4,675-85.7% | $4,663-85.6% |
| Participant deferral / active EE | $3,669 | $6,467-43.3% | $5,631-34.8% | $6,689-45.2% |
| Admin fee / account holder | $3,191 | $19,275-83.4% | $15,885-79.9% | $13,390-76.2% |