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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 | $199,516 | $117,895+69.2% | $102,460+94.7% | $145,897+36.8% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 8.13% | 31.92%-23.8pp | 29.47%-21.3pp | 552.29%-544.2pp |
| Employer contribution / active EE | $788 | $3,619-78.2% | $3,025-74.0% | $4,663-83.1% |
| Participant deferral / active EE | $2,559 | $5,736-55.4% | $5,056-49.4% | $6,689-61.7% |
| Admin fee / account holder | $2,959 | $13,353-77.8% | $9,460-68.7% | $13,390-77.9% |