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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 | $136,577 | $80,763+69.1% | $102,412+33.4% | $74,459+83.4% |
| Participation rate | 38.7% | 65.7%-26.9pp | 74.5%-35.8pp | 67.2%-28.5pp |
| Annual return | 10.26% | 27.57%-17.3pp | 24.94%-14.7pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $432 | $3,160-86.3% | $3,870-88.8% | $2,626-83.5% |
| Participant deferral / active EE | $2,171 | $3,862-43.8% | $5,060-57.1% | $4,350-50.1% |
| Admin fee / account holder | $5,199 | $2,371+119.2% | $8,388-38.0% | $1,945+167.3% |