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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 | $83,504 | $61,787+35.1% | $97,197-14.1% | $80,925+3.2% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.7%-45.4pp | 67.7%-40.4pp |
| Annual return | 9.37% | -558.16%+567.5pp | 75.47%-66.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,678 | $3,027-44.6% | $4,263-60.6% | $4,299-61.0% |
| Admin fee / account holder | $1,405 | $5,170-72.8% | $5,637-75.1% | $6,940-79.7% |