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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 | $181,517 | $124,314+46.0% | $109,163+66.3% | $167,518+8.4% |
| Participation rate | 11.1% | 79.4%-68.3pp | 75.9%-64.8pp | 82.1%-71.0pp |
| Annual return | 8.21% | 26.04%-17.8pp | 25.75%-17.5pp | 478.71%-470.5pp |
| Employer contribution / active EE | $511 | $4,209-87.9% | $3,723-86.3% | $4,838-89.4% |
| Participant deferral / active EE | $2,889 | $5,256-45.0% | $4,654-37.9% | $6,342-54.4% |
| Admin fee / account holder | $26,824 | $7,973+236.4% | $6,754+297.1% | $12,312+117.9% |