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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 | $151,531 | $102,422+47.9% | $147,117+3.0% | $80,959+87.2% |
| Participation rate | 38.1% | 75.9%-37.8pp | 82.2%-44.1pp | 67.7%-29.6pp |
| Annual return | 8.48% | 135.16%-126.7pp | 420.54%-412.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $741 | $3,717-80.1% | $4,932-85.0% | $2,757-73.1% |
| Participant deferral / active EE | $2,729 | $6,652-59.0% | $8,065-66.2% | $4,300-36.5% |
| Admin fee / account holder | $2,336 | $7,953-70.6% | $12,993-82.0% | $6,925-66.3% |