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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 | $54,936 | $53,128+3.4% | $86,582-36.5% | $70,126-21.7% |
| Participation rate | 38.9% | 65.3%-26.4pp | 73.5%-34.6pp | 69.5%-30.6pp |
| Annual return | 11.26% | 27.66%-16.4pp | 965.08%-953.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,325 | $2,695-13.7% | $3,609-35.6% | $3,332-30.2% |
| Admin fee / account holder | $4,839 | $3,584+35.0% | $4,904-1.3% | $4,645+4.2% |