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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 | $211,516 | $103,392+104.6% | $87,104+142.8% | $152,897+38.3% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.9%-60.2pp | 82.5%-65.8pp |
| Annual return | -11.68% | 28.10%-39.8pp | 28.19%-39.9pp | 345.43%-357.1pp |
| Employer contribution / active EE | $603 | $3,221-81.3% | $2,521-76.1% | $4,764-87.3% |
| Participant deferral / active EE | $3,056 | $4,778-36.1% | $4,048-24.5% | $5,851-47.8% |
| Admin fee / account holder | $33,378 | $12,194+173.7% | $7,491+345.6% | $11,599+187.8% |