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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 | $67,553 | $89,259-24.3% | $107,187-37.0% | $82,637-18.3% |
| Participation rate | 28.0% | 67.9%-39.9pp | 75.0%-47.0pp | 68.1%-40.1pp |
| Annual return | 11.02% | 21.02%-10.0pp | 204.55%-193.5pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,625 | $4,037-35.0% | $5,096-48.5% | $4,126-36.4% |
| Admin fee / account holder | $13,963 | $7,381+89.2% | $9,162+52.4% | $7,339+90.3% |