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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 | $59,318 | $53,128+11.7% | $86,582-31.5% | $70,126-15.4% |
| Participation rate | 68.3% | 65.3%+3.0pp | 73.5%-5.2pp | 69.5%-1.2pp |
| Annual return | 8.80% | 27.66%-18.9pp | 965.08%-956.3pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,430 | $2,695-9.8% | $3,609-32.7% | $3,332-27.1% |
| Admin fee / account holder | $21,018 | $3,584+486.5% | $4,904+328.6% | $4,645+352.4% |