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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 | $166,242-13.5% | $165,071-12.9% | $145,884-1.4% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 7.65% | 100.44%-92.8pp | 70.17%-62.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $983 | $5,283-81.4% | $4,347-77.4% | $4,662-78.9% |
| Participant deferral / active EE | $4,891 | $6,964-29.8% | $6,035-19.0% | $6,690-26.9% |
| Admin fee / account holder | $4,567 | $16,658-72.6% | $12,695-64.0% | $13,392-65.9% |