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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 | $111,733 | $157,304-29.0% | $141,197-20.9% | $152,909-26.9% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 8.28% | 64.34%-56.1pp | 71.41%-63.1pp | 345.46%-337.2pp |
| Employer contribution / active EE | $471 | $5,263-91.0% | $4,736-90.0% | $4,764-90.1% |
| Participant deferral / active EE | $4,243 | $7,111-40.3% | $6,710-36.8% | $5,851-27.5% |
| Admin fee / account holder | $569 | $12,126-95.3% | $10,265-94.5% | $11,601-95.1% |