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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 | $241,255 | $107,421+124.6% | $182,262+32.4% | $94,015+156.6% |
| Participation rate | 26.9% | 77.8%-50.9pp | 84.2%-57.3pp | 70.8%-43.9pp |
| Annual return | 10.73% | 21.32%-10.6pp | 140.60%-129.9pp | 17.84%-7.1pp |
| Employer contribution / active EE | $455 | $3,448-86.8% | $5,046-91.0% | $2,790-83.7% |
| Participant deferral / active EE | $3,556 | $6,558-45.8% | $8,276-57.0% | $4,249-16.3% |
| Admin fee / account holder | $13,293 | $8,692+52.9% | $16,712-20.5% | $8,951+48.5% |