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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 | $101,653+67.8% | $147,080+16.0% | $74,459+129.1% |
| Participation rate | 52.6% | 75.6%-22.9pp | 82.2%-29.6pp | 67.2%-14.6pp |
| Annual return | 11.17% | 8754.98%-8743.8pp | 420.17%-409.0pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $799 | $3,813-79.1% | $4,933-83.8% | $2,626-69.6% |
| Participant deferral / active EE | $7,985 | $7,304+9.3% | $8,066-1.0% | $4,350+83.6% |
| Admin fee / account holder | $3,999 | $1,752+128.3% | $12,989-69.2% | $1,945+105.6% |