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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 | $37,076 | $172,111-78.5% | $150,298-75.3% | $137,256-73.0% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 9.67% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,217 | $6,166-64.0% | $5,453-59.3% | $6,407-65.4% |
| Admin fee / account holder | $8,560 | $16,471-48.0% | $14,116-39.4% | $12,270-30.2% |