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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 | $238,476 | $90,397+163.8% | $76,002+213.8% | $145,959+63.4% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 0.18% | 621.97%-621.8pp | 360.07%-359.9pp | 561.95%-561.8pp |
| Employer contribution / active EE | $514 | $3,317-84.5% | $2,688-80.9% | $4,661-89.0% |
| Participant deferral / active EE | $6,571 | $5,163+27.3% | $4,257+54.4% | $6,689-1.8% |
| Admin fee / account holder | $4,234 | $8,369-49.4% | $6,414-34.0% | $13,398-68.4% |