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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 | $164,050 | $175,231-6.4% | $149,696+9.6% | $139,466+17.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 8.62% | 166.77%-158.2pp | 134.46%-125.8pp | 373.66%-365.0pp |
| Employer contribution / active EE | $942 | $5,478-82.8% | $4,821-80.5% | $4,754-80.2% |
| Participant deferral / active EE | $4,000 | $6,521-38.7% | $5,682-29.6% | $6,712-40.4% |
| Admin fee / account holder | $1,836 | $16,155-88.6% | $13,212-86.1% | $11,409-83.9% |