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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 | $116,658 | $201,370-42.1% | $184,256-36.7% | $145,897-20.0% |
| Participation rate | 52.9% | 87.5%-34.6pp | 86.8%-33.9pp | 80.3%-27.4pp |
| Annual return | 8.50% | 29.05%-20.5pp | 28.85%-20.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $864 | $7,024-87.7% | $6,427-86.6% | $4,663-81.5% |
| Participant deferral / active EE | $5,257 | $9,808-46.4% | $9,133-42.4% | $6,689-21.4% |
| Admin fee / account holder | $1,029 | $16,364-93.7% | $13,899-92.6% | $13,390-92.3% |