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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 | $170,270 | $102,429+66.2% | $147,096+15.8% | $80,925+110.4% |
| Participation rate | 31.3% | 75.9%-44.6pp | 82.2%-50.9pp | 67.7%-36.4pp |
| Annual return | 11.20% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $851 | $3,716-77.1% | $4,936-82.8% | $2,756-69.1% |
| Participant deferral / active EE | $2,658 | $6,649-60.0% | $8,071-67.1% | $4,299-38.2% |
| Admin fee / account holder | $2,140 | $7,957-73.1% | $13,005-83.5% | $6,940-69.2% |