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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 | $239,944 | $114,119+110.3% | $107,187+123.9% | $138,895+72.8% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 7.07% | 273.21%-266.1pp | 204.55%-197.5pp | 145.39%-138.3pp |
| Employer contribution / active EE | $724 | $4,059-82.2% | $3,782-80.9% | $4,194-82.7% |
| Participant deferral / active EE | $4,754 | $5,538-14.1% | $5,096-6.7% | $6,396-25.7% |
| Admin fee / account holder | $7,767 | $10,024-22.5% | $9,162-15.2% | $12,562-38.2% |