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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 | $145,784 | $162,136-10.1% | $152,301-4.3% | $154,746-5.8% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 9.62% | 91.02%-81.4pp | 80.50%-70.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $194 | $4,890-96.0% | $4,624-95.8% | $4,379-95.6% |
| Participant deferral / active EE | $4,092 | $8,341-50.9% | $8,004-48.9% | $6,730-39.2% |
| Admin fee / account holder | $510 | $15,759-96.8% | $14,398-96.5% | $14,365-96.4% |