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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 | $94,836 | $70,486+34.5% | $100,528-5.7% | $79,852+18.8% |
| Participation rate | 22.5% | 73.6%-51.1pp | 79.4%-56.9pp | 69.6%-47.1pp |
| Annual return | 7.65% | 21.90%-14.2pp | 30.90%-23.2pp | 31.72%-24.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,962 | $5,182-42.8% | $6,271-52.8% | $3,740-20.8% |
| Admin fee / account holder | $11,245 | $4,480+151.0% | $8,084+39.1% | $5,306+111.9% |