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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 | $183,516-47.3% | $155,534-37.9% | $145,884-33.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 7.65% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $877 | $5,315-83.5% | $4,675-81.2% | $4,662-81.2% |
| Participant deferral / active EE | $5,355 | $6,467-17.2% | $5,630-4.9% | $6,690-19.9% |
| Admin fee / account holder | $2,043 | $19,293-89.4% | $15,900-87.1% | $13,392-84.7% |