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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 | $141,685 | $62,393+127.1% | $120,580+17.5% | $74,478+90.2% |
| Participation rate | 18.4% | 56.8%-38.3pp | 72.0%-53.5pp | 67.2%-48.8pp |
| Annual return | 9.58% | 18.61%-9.0pp | 107.48%-97.9pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $364 | $1,845-80.2% | $3,469-89.5% | $2,626-86.1% |
| Participant deferral / active EE | $2,666 | $2,886-7.6% | $4,995-46.6% | $4,350-38.7% |
| Admin fee / account holder | $1,097 | $2,396-54.2% | $9,418-88.3% | $1,946-43.6% |