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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 | $156,398-45.4% | $147,318-42.1% | $138,895-38.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.4pp | 79.9%-33.3pp |
| Annual return | 11.77% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,813 | $8,237-65.9% | $7,906-64.4% | $6,396-56.0% |
| Admin fee / account holder | $12,686 | $14,976-15.3% | $13,708-7.5% | $12,562+1.0% |