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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 | $217,764 | $93,345+133.3% | $119,126+82.8% | $87,485+148.9% |
| Participation rate | 19.8% | 68.7%-49.0pp | 75.8%-56.0pp | 68.9%-49.2pp |
| Annual return | 9.07% | 19.08%-10.0pp | 282.11%-273.0pp | 26.06%-17.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,840 | $4,099-55.1% | $5,318-65.4% | $4,274-57.0% |
| Admin fee / account holder | $9,585 | $8,039+19.2% | $10,693-10.4% | $7,775+23.3% |