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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 | $142,512 | $71,230+100.1% | $93,727+52.1% | $80,959+76.0% |
| Participation rate | 42.2% | 60.4%-18.2pp | 68.7%-26.5pp | 67.7%-25.5pp |
| Annual return | 7.91% | 11.26%-3.4pp | 133.83%-125.9pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,991 | $4,037+23.6% | $4,417+13.0% | $4,300+16.1% |
| Admin fee / account holder | $35,966 | $6,961+416.7% | $8,292+333.8% | $6,925+419.3% |