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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 | $85,319 | $154,228-44.7% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 11.77% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,813 | $8,216-65.8% | $7,897-64.4% | $6,407-56.1% |
| Admin fee / account holder | $12,686 | $14,344-11.6% | $13,129-3.4% | $12,270+3.4% |