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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 | $88,672+128.1% | $105,223+92.2% | $82,448+145.3% |
| Participation rate | 52.6% | 67.9%-15.3pp | 75.0%-22.4pp | 68.1%-15.4pp |
| Annual return | 12.06% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $756 | $3,048-75.2% | $3,689-79.5% | $2,551-70.4% |
| Participant deferral / active EE | $2,958 | $4,036-26.7% | $5,072-41.7% | $4,139-28.5% |
| Admin fee / account holder | $2,777 | $7,146-61.1% | $8,859-68.7% | $7,234-61.6% |