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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 | $128,718 | $59,456+116.5% | $93,669+37.4% | $74,429+72.9% |
| Participation rate | 42.0% | 59.6%-17.7pp | 68.7%-26.7pp | 67.2%-25.2pp |
| Annual return | 10.10% | 82.00%-71.9pp | 133.59%-123.5pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $148 | $1,266-88.3% | $2,424-93.9% | $2,625-94.4% |
| Participant deferral / active EE | $3,314 | $3,052+8.6% | $4,416-24.9% | $4,348-23.8% |
| Admin fee / account holder | $34,085 | $3,026+1026.4% | $8,291+311.1% | $1,944+1653.1% |