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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 | $182,460 | $176,120+3.6% | $159,487+14.4% | $167,553+8.9% |
| Participation rate | 41.7% | 85.0%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 9.06% | 331.95%-322.9pp | 263.71%-254.6pp | 478.89%-469.8pp |
| Employer contribution / active EE | $797 | $5,299-85.0% | $4,831-83.5% | $4,840-83.5% |
| Participant deferral / active EE | $4,750 | $7,752-38.7% | $7,354-35.4% | $6,343-25.1% |
| Admin fee / account holder | $865 | $12,561-93.1% | $10,804-92.0% | $12,316-93.0% |