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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 | $231,940 | $174,379+33.0% | $152,093+52.5% | $138,895+67.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 4.68% | 74.86%-70.2pp | 66.36%-61.7pp | 145.39%-140.7pp |
| Employer contribution / active EE | $440 | $4,652-90.5% | $4,175-89.5% | $4,194-89.5% |
| Participant deferral / active EE | $2,763 | $6,159-55.1% | $5,451-49.3% | $6,396-56.8% |
| Admin fee / account holder | $40,054 | $16,880+137.3% | $14,497+176.3% | $12,562+218.8% |