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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 | $235,156 | $106,267+121.3% | $96,520+143.6% | $139,456+68.6% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 9.73% | 38.45%-28.7pp | 35.72%-26.0pp | 373.45%-363.7pp |
| Employer contribution / active EE | $568 | $4,105-86.2% | $3,739-84.8% | $4,753-88.1% |
| Participant deferral / active EE | $6,054 | $5,454+11.0% | $4,879+24.1% | $6,711-9.8% |
| Admin fee / account holder | $2,969 | $7,882-62.3% | $6,733-55.9% | $11,407-74.0% |