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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 | $148,451 | $155,555-4.6% | $146,866+1.1% | $155,188-4.3% |
| Participation rate | 29.2% | 84.0%-54.8pp | 82.5%-53.3pp | 80.8%-51.6pp |
| Annual return | 7.16% | 115.41%-108.3pp | 102.85%-95.7pp | 148.84%-141.7pp |
| Employer contribution / active EE | $733 | $4,647-84.2% | $4,425-83.4% | $4,248-82.7% |
| Participant deferral / active EE | $4,019 | $8,044-50.0% | $7,759-48.2% | $6,531-38.5% |
| Admin fee / account holder | $854 | $14,755-94.2% | $13,620-93.7% | $14,480-94.1% |