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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 | $166,268-13.5% | $165,100-12.9% | $145,897-1.4% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 7.65% | 100.52%-92.9pp | 70.21%-62.6pp | 552.29%-544.6pp |
| Employer contribution / active EE | $983 | $5,284-81.4% | $4,348-77.4% | $4,663-78.9% |
| Participant deferral / active EE | $4,891 | $6,964-29.8% | $6,035-19.0% | $6,689-26.9% |
| Admin fee / account holder | $4,567 | $16,659-72.6% | $12,696-64.0% | $13,390-65.9% |