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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 | $84,838 | $69,590+21.9% | $136,867-38.0% | $94,015-9.8% |
| Participation rate | 31.0% | 66.3%-35.3pp | 74.5%-43.5pp | 70.8%-39.8pp |
| Annual return | 7.55% | 19.62%-12.1pp | 42.97%-35.4pp | 17.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,231 | $3,437+52.2% | $4,924+6.2% | $4,249+23.1% |
| Admin fee / account holder | $15,263 | $8,912+71.3% | $10,340+47.6% | $8,951+70.5% |