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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 | $211,156 | $223,823-5.7% | $211,1420% | $154,746+36.5% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | 5.73% | 50.39%-44.7pp | 46.84%-41.1pp | 172.34%-166.6pp |
| Employer contribution / active EE | $753 | $6,787-88.9% | $6,442-88.3% | $4,379-82.8% |
| Participant deferral / active EE | $7,625 | $9,750-21.8% | $9,284-17.9% | $6,730+13.3% |
| Admin fee / account holder | $1,441 | $19,707-92.7% | $19,076-92.4% | $14,365-90.0% |