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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 | $132,303 | $73,955+78.9% | $96,520+37.1% | $75,181+76.0% |
| Participation rate | 51.3% | 66.4%-15.1pp | 74.3%-23.1pp | 67.2%-15.9pp |
| Annual return | 11.22% | 26.72%-15.5pp | 35.72%-24.5pp | 160.69%-149.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,618 | $3,659+53.5% | $4,879+15.1% | $4,126+36.2% |
| Admin fee / account holder | $25,087 | $5,217+380.9% | $6,733+272.6% | $5,650+344.0% |