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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 | $202,261 | $93,345+116.7% | $119,126+69.8% | $87,485+131.2% |
| Participation rate | 52.6% | 68.7%-16.1pp | 75.8%-23.1pp | 68.9%-16.3pp |
| Annual return | 12.06% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $756 | $3,172-76.2% | $4,034-81.3% | $2,596-70.9% |
| Participant deferral / active EE | $2,958 | $4,099-27.8% | $5,318-44.4% | $4,274-30.8% |
| Admin fee / account holder | $2,777 | $8,039-65.5% | $10,693-74.0% | $7,775-64.3% |