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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 | $134,817+78.0% | $123,973+93.5% | $155,188+54.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 7.07% | 515.49%-508.4pp | 388.13%-381.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $724 | $4,425-83.6% | $4,126-82.5% | $4,248-83.0% |
| Participant deferral / active EE | $4,754 | $5,706-16.7% | $5,247-9.4% | $6,531-27.2% |
| Admin fee / account holder | $7,767 | $13,245-41.4% | $11,799-34.2% | $14,480-46.4% |