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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 | $87,553 | $154,228-43.2% | $145,433-39.8% | $137,256-36.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $633 | $4,804-86.8% | $4,554-86.1% | $4,156-84.8% |
| Participant deferral / active EE | $4,327 | $8,216-47.3% | $7,897-45.2% | $6,407-32.5% |
| Admin fee / account holder | $6,847 | $14,344-52.3% | $13,129-47.9% | $12,270-44.2% |