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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 | $190,966 | $77,145+147.5% | $108,410+76.2% | $85,856+122.4% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.7pp |
| Annual return | 10.87% | 44.54%-33.7pp | 905.34%-894.5pp | 318.58%-307.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,993 | $5,566-28.3% | $6,562-39.2% | $3,952+1.0% |
| Admin fee / account holder | $5,001 | $5,172-3.3% | $7,296-31.5% | $6,261-20.1% |