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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 | $62,409+127.0% | $120,524+17.6% | $74,429+90.4% |
| Participation rate | 18.4% | 56.8%-38.3pp | 71.9%-53.5pp | 67.2%-48.8pp |
| Annual return | 9.58% | 18.62%-9.0pp | 107.36%-97.8pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $364 | $1,847-80.3% | $3,469-89.5% | $2,625-86.1% |
| Participant deferral / active EE | $2,666 | $2,888-7.7% | $4,994-46.6% | $4,348-38.7% |
| Admin fee / account holder | $1,097 | $2,394-54.2% | $9,440-88.4% | $1,944-43.6% |