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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 | $229,154 | $198,457+15.5% | $170,435+34.5% | $147,586+55.3% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 5.58% | 257.30%-251.7pp | 205.94%-200.4pp | 578.59%-573.0pp |
| Employer contribution / active EE | $968 | $6,183-84.3% | $5,432-82.2% | $4,876-80.1% |
| Participant deferral / active EE | $5,926 | $5,629+5.3% | $4,939+20.0% | $5,439+9.0% |
| Admin fee / account holder | $5,298 | $16,852-68.6% | $13,881-61.8% | $10,886-51.3% |