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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 | $37,011 | $98,766-62.5% | $149,730-75.3% | $79,852-53.7% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-8.9pp |
| Annual return | 9.58% | 27.43%-17.9pp | 276.70%-267.1pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,880 | $5,681-31.7% | $6,843-43.3% | $3,740+3.7% |
| Admin fee / account holder | $304 | $6,052-95.0% | $9,310-96.7% | $5,306-94.3% |