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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 | $93,773 | $111,535-15.9% | $105,223-10.9% | $137,256-31.7% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 11.56% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $382 | $3,939-90.3% | $3,689-89.6% | $4,156-90.8% |
| Participant deferral / active EE | $1,521 | $5,500-72.3% | $5,072-70.0% | $6,407-76.3% |
| Admin fee / account holder | $2,244 | $9,721-76.9% | $8,859-74.7% | $12,270-81.7% |