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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 | $133,036 | $55,902+138.0% | $76,030+75.0% | $80,959+64.3% |
| Participation rate | 51.1% | 62.1%-11.0pp | 69.1%-18.0pp | 67.7%-16.6pp |
| Annual return | 8.90% | 20.59%-11.7pp | 361.54%-352.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $284 | $1,867-84.8% | $2,688-89.4% | $2,757-89.7% |
| Participant deferral / active EE | $1,909 | $3,051-37.4% | $4,257-55.1% | $4,300-55.6% |
| Admin fee / account holder | $23,886 | $5,239+355.9% | $6,421+272.0% | $6,925+244.9% |