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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 | $113,210 | $114,093-0.8% | $96,171+17.7% | $167,536-32.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 68.4%-55.9pp | 82.1%-69.6pp |
| Annual return | 7.64% | 190.00%-182.4pp | 192.04%-184.4pp | 478.82%-471.2pp |
| Employer contribution / active EE | $289 | $3,429-91.6% | $2,799-89.7% | $4,839-94.0% |
| Participant deferral / active EE | $2,431 | $5,197-53.2% | $4,350-44.1% | $6,342-61.7% |
| Admin fee / account holder | $805 | $6,899-88.3% | $5,538-85.5% | $12,315-93.5% |