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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 | $236,096 | $110,337+114.0% | $102,383+130.6% | $145,877+61.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 7.88% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $753 | $4,216-82.2% | $3,870-80.6% | $4,663-83.9% |
| Participant deferral / active EE | $7,625 | $5,621+35.7% | $5,060+50.7% | $6,691+14.0% |
| Admin fee / account holder | $982 | $9,750-89.9% | $8,391-88.3% | $13,402-92.7% |