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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 | $111,071 | $108,825+2.1% | $156,181-28.9% | $82,448+34.7% |
| Participation rate | 45.7% | 72.4%-26.7pp | 78.8%-33.1pp | 68.1%-22.4pp |
| Annual return | 10.01% | 20.59%-10.6pp | 64.87%-54.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,622 | $4,577-42.7% | $6,132-57.2% | $4,139-36.7% |
| Admin fee / account holder | $2,709 | $9,341-71.0% | $14,586-81.4% | $7,234-62.6% |