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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 | $143,789 | $166,020-13.4% | $164,866-12.8% | $145,959-1.5% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 7.65% | 100.08%-92.4pp | 69.97%-62.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $983 | $5,275-81.4% | $4,343-77.4% | $4,661-78.9% |
| Participant deferral / active EE | $4,891 | $6,961-29.7% | $6,033-18.9% | $6,689-26.9% |
| Admin fee / account holder | $4,567 | $16,644-72.6% | $12,689-64.0% | $13,398-65.9% |