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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 | $64,968 | $102,609-36.7% | $98,090-33.8% | $138,895-53.2% |
| Participation rate | 53.3% | 82.8%-29.4pp | 81.5%-28.2pp | 79.9%-26.6pp |
| Annual return | 10.77% | 36.44%-25.7pp | 37.05%-26.3pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,351 | $8,167-59.0% | $7,845-57.3% | $6,396-47.6% |
| Admin fee / account holder | $2,337 | $11,434-79.6% | $11,815-80.2% | $12,562-81.4% |