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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 | $172,875 | $58,241+196.8% | $81,780+111.4% | $80,911+113.7% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.4%-50.1pp | 67.6%-45.4pp |
| Annual return | 10.50% | 41.73%-31.2pp | 776.27%-765.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $111 | $2,343-95.3% | $2,914-96.2% | $2,756-96.0% |
| Participant deferral / active EE | $3,502 | $3,283+6.7% | $4,321-18.9% | $4,297-18.5% |
| Admin fee / account holder | $8,661 | $4,973+74.2% | $7,384+17.3% | $6,935+24.9% |