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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 | $137,417 | $51,631+166.2% | $129,397+6.2% | $80,925+69.8% |
| Participation rate | 67.9% | 56.9%+10.9pp | 69.6%-1.8pp | 67.7%+0.2pp |
| Annual return | 10.63% | 20.77%-10.1pp | 9453.98%-9443.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,148 | $2,670+17.9% | $4,167-24.5% | $4,299-26.8% |
| Admin fee / account holder | $3,129 | $4,309-27.4% | $7,679-59.2% | $6,940-54.9% |