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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 | $217,447 | $175,259+24.1% | $149,723+45.2% | $139,487+55.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 7.11% | 166.82%-159.7pp | 134.50%-127.4pp | 373.84%-366.7pp |
| Employer contribution / active EE | $321 | $5,478-94.1% | $4,821-93.3% | $4,755-93.2% |
| Participant deferral / active EE | $5,271 | $6,522-19.2% | $5,682-7.2% | $6,713-21.5% |
| Admin fee / account holder | $3,823 | $16,158-76.3% | $13,215-71.1% | $11,407-66.5% |