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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 | $143,485 | $57,590+149.1% | $86,233+66.4% | $82,448+74.0% |
| Participation rate | 34.6% | 57.9%-23.2pp | 69.0%-34.4pp | 68.1%-33.5pp |
| Annual return | 13.31% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,204 | $3,080+69.0% | $4,559+14.2% | $4,139+25.7% |
| Admin fee / account holder | $9,493 | $4,730+100.7% | $8,342+13.8% | $7,234+31.2% |