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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 | $166,796 | $134,817+23.7% | $123,973+34.5% | $155,188+7.5% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 5.93% | 515.49%-509.6pp | 388.13%-382.2pp | 148.84%-142.9pp |
| Employer contribution / active EE | $557 | $4,425-87.4% | $4,126-86.5% | $4,248-86.9% |
| Participant deferral / active EE | $4,391 | $5,706-23.1% | $5,247-16.3% | $6,531-32.8% |
| Admin fee / account holder | $312 | $13,245-97.6% | $11,799-97.4% | $14,480-97.8% |