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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 | $86,957 | $58,258+49.3% | $81,820+6.3% | $80,925+7.5% |
| Participation rate | 65.0% | 63.5%+1.5pp | 72.4%-7.4pp | 67.7%-2.7pp |
| Annual return | 10.80% | 41.76%-31.0pp | 777.93%-767.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,843 | $3,284+47.5% | $4,323+12.0% | $4,299+12.7% |
| Admin fee / account holder | $575 | $4,976-88.5% | $7,391-92.2% | $6,940-91.7% |