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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 | $203,257 | $65,367+210.9% | $92,915+118.8% | $72,976+178.5% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.0%-20.0pp | 69.5%-13.5pp |
| Annual return | 10.17% | 42.11%-31.9pp | 109.45%-99.3pp | 81.02%-70.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,589 | $3,128+174.5% | $4,238+102.7% | $3,608+138.1% |
| Admin fee / account holder | $2,792 | $4,251-34.3% | $5,796-51.8% | $5,124-45.5% |