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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 | $121,940 | $110,379+10.5% | $102,412+19.1% | $145,884-16.4% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | -0.48% | 24.84%-25.3pp | 24.94%-25.4pp | 551.85%-552.3pp |
| Employer contribution / active EE | $238 | $4,216-94.4% | $3,870-93.9% | $4,662-94.9% |
| Participant deferral / active EE | $3,280 | $5,622-41.7% | $5,060-35.2% | $6,690-51.0% |
| Admin fee / account holder | $6,460 | $9,745-33.7% | $8,388-23.0% | $13,392-51.8% |