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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 | $55,889+138.0% | $76,119+74.8% | $80,935+64.4% |
| Participation rate | 51.1% | 62.1%-11.0pp | 69.1%-18.0pp | 67.7%-16.6pp |
| Annual return | 8.90% | 20.58%-11.7pp | 361.25%-352.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $284 | $1,866-84.8% | $2,693-89.4% | $2,757-89.7% |
| Participant deferral / active EE | $1,909 | $3,051-37.4% | $4,259-55.2% | $4,299-55.6% |
| Admin fee / account holder | $23,886 | $5,241+355.7% | $6,421+272.0% | $6,924+244.9% |