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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 | $236,444 | $63,346+273.3% | $92,240+156.3% | $70,126+237.2% |
| Participation rate | 52.0% | 68.7%-16.7pp | 76.5%-24.5pp | 69.5%-17.5pp |
| Annual return | 9.47% | 530.19%-520.7pp | 176.29%-166.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $280 | $2,471-88.7% | $3,680-92.4% | $2,343-88.1% |
| Participant deferral / active EE | $3,356 | $2,854+17.6% | $3,897-13.9% | $3,332+0.7% |
| Admin fee / account holder | $786 | $3,841-79.5% | $5,194-84.9% | $4,645-83.1% |