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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 | $96,664 | $183,592-47.3% | $155,567-37.9% | $145,959-33.8% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.6pp | 80.3%-16.6pp |
| Annual return | 7.65% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $877 | $5,315-83.5% | $4,674-81.2% | $4,661-81.2% |
| Participant deferral / active EE | $5,355 | $6,464-17.2% | $5,628-4.8% | $6,689-19.9% |
| Admin fee / account holder | $2,043 | $19,318-89.4% | $15,916-87.2% | $13,398-84.7% |