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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 | $109,848 | $91,559+20.0% | $133,971-18.0% | $79,852+37.6% |
| Participation rate | 62.3% | 73.3%-11.1pp | 79.8%-17.6pp | 69.6%-7.4pp |
| Annual return | 9.86% | 61.85%-52.0pp | 45.09%-35.2pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,168 | $3,734-41.9% | $5,047-57.1% | $3,740-42.0% |
| Admin fee / account holder | $1,212 | $6,321-80.8% | $8,929-86.4% | $5,306-77.2% |