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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 | $171,151 | $102,429+67.1% | $147,096+16.4% | $80,925+111.5% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 11.15% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $588 | $3,716-84.2% | $4,936-88.1% | $2,756-78.7% |
| Participant deferral / active EE | $3,799 | $6,649-42.9% | $8,071-52.9% | $4,299-11.6% |
| Admin fee / account holder | $12,248 | $7,957+53.9% | $13,005-5.8% | $6,940+76.5% |