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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 | $98,567 | $88,778+11.0% | $81,844+20.4% | $145,884-32.4% |
| Participation rate | 47.6% | 75.1%-27.5pp | 72.4%-24.8pp | 80.3%-32.7pp |
| Annual return | 8.97% | 1033.03%-1024.1pp | 778.87%-769.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,816 | $4,648+46.6% | $4,323+57.6% | $6,690+1.9% |
| Admin fee / account holder | $20,346 | $8,430+141.3% | $7,355+176.6% | $13,392+51.9% |