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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 | $99,098 | $209,336-52.7% | $197,124-49.7% | $137,256-27.8% |
| Participation rate | 30.0% | 87.3%-57.3pp | 86.7%-56.7pp | 80.0%-50.0pp |
| Annual return | 9.48% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,919 | $9,614-59.2% | $9,135-57.1% | $6,407-38.8% |
| Admin fee / account holder | $696 | $17,308-96.0% | $16,298-95.7% | $12,270-94.3% |