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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 | $106,444 | $91,537+16.3% | $130,045-18.1% | $75,173+41.6% |
| Participation rate | 52.3% | 71.5%-19.2pp | 78.5%-26.2pp | 67.2%-14.9pp |
| Annual return | 11.97% | -631.55%+643.5pp | -137.30%+149.3pp | 160.72%-148.8pp |
| Employer contribution / active EE | $564 | $2,845-80.2% | $4,321-87.0% | $2,671-78.9% |
| Participant deferral / active EE | $5,847 | $4,343+34.6% | $5,820+0.5% | $4,126+41.7% |
| Admin fee / account holder | $15,970 | $6,780+135.6% | $10,600+50.7% | $5,651+182.6% |