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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 | $132,851 | $97,765+35.9% | $103,486+28.4% | $145,884-8.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 8.03% | 25.44%-17.4pp | 23.93%-15.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,053 | $4,687-77.5% | $4,679-77.5% | $4,662-77.4% |
| Participant deferral / active EE | $10,585 | $6,606+60.2% | $6,628+59.7% | $6,690+58.2% |
| Admin fee / account holder | $1,291 | $12,505-89.7% | $9,354-86.2% | $13,392-90.4% |