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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 | $106,236 | $178,174-40.4% | $156,181-32.0% | $137,256-22.6% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.8%-33.8pp | 80.0%-35.0pp |
| Annual return | 7.01% | 84.19%-77.2pp | 64.87%-57.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $846 | $4,972-83.0% | $4,294-80.3% | $4,156-79.6% |
| Participant deferral / active EE | $2,751 | $6,888-60.1% | $6,132-55.1% | $6,407-57.1% |
| Admin fee / account holder | $1,974 | $17,404-88.7% | $14,586-86.5% | $12,270-83.9% |