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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 | $90,691+163.0% | $76,119+213.3% | $145,884+63.5% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 0.18% | 624.52%-624.3pp | 361.25%-361.1pp | 551.85%-551.7pp |
| Employer contribution / active EE | $514 | $3,329-84.6% | $2,693-80.9% | $4,662-89.0% |
| Participant deferral / active EE | $6,571 | $5,167+27.2% | $4,259+54.3% | $6,690-1.8% |
| Admin fee / account holder | $4,234 | $8,383-49.5% | $6,421-34.1% | $13,392-68.4% |