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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 | $198,985 | $183,516+8.4% | $155,534+27.9% | $145,884+36.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.26% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $869 | $5,315-83.6% | $4,675-81.4% | $4,662-81.4% |
| Participant deferral / active EE | $5,016 | $6,467-22.4% | $5,630-10.9% | $6,690-25.0% |
| Admin fee / account holder | $489 | $19,293-97.5% | $15,900-96.9% | $13,392-96.4% |