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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 | $170,687 | $110,379+54.6% | $102,412+66.7% | $145,884+17.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 8.71% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $785 | $4,216-81.4% | $3,870-79.7% | $4,662-83.2% |
| Participant deferral / active EE | $1,940 | $5,622-65.5% | $5,060-61.7% | $6,690-71.0% |
| Admin fee / account holder | $40,198 | $9,745+312.5% | $8,388+379.3% | $13,392+200.2% |