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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 | $241,560 | $199,109+21.3% | $173,730+39.0% | $154,746+56.1% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 6.03% | 20.02%-14.0pp | 19.96%-13.9pp | 172.34%-166.3pp |
| Employer contribution / active EE | $97 | $5,311-98.2% | $4,577-97.9% | $4,379-97.8% |
| Participant deferral / active EE | $4,282 | $7,113-39.8% | $6,326-32.3% | $6,730-36.4% |
| Admin fee / account holder | $370,127 | $20,916+1669.6% | $17,523+2012.2% | $14,365+2476.5% |