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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 | $178,407 | $126,661+40.9% | $113,397+57.3% | $138,895+28.4% |
| Participation rate | 34.8% | 79.4%-44.7pp | 76.5%-41.7pp | 79.9%-45.1pp |
| Annual return | 9.84% | 25.05%-15.2pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,168 | $5,693-61.9% | $5,076-57.3% | $6,396-66.1% |
| Admin fee / account holder | $4,158 | $14,549-71.4% | $11,957-65.2% | $12,562-66.9% |