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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 | $170,554 | $101,499+68.0% | $147,005+16.0% | $74,546+128.8% |
| Participation rate | 52.6% | 75.5%-22.9pp | 82.2%-29.5pp | 67.2%-14.6pp |
| Annual return | 11.17% | 8732.34%-8721.2pp | 418.76%-407.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $799 | $3,811-79.0% | $4,934-83.8% | $2,624-69.6% |
| Participant deferral / active EE | $7,985 | $7,304+9.3% | $8,070-1.0% | $4,347+83.7% |
| Admin fee / account holder | $3,999 | $1,748+128.8% | $13,006-69.3% | $1,944+105.8% |