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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 | $221,338 | $81,358+172.1% | $155,556+42.3% | $80,959+173.4% |
| Participation rate | 63.3% | 66.3%-2.9pp | 78.2%-14.9pp | 67.7%-4.3pp |
| Annual return | 8.30% | 33.39%-25.1pp | 64.84%-56.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,469 | $3,455-28.6% | $5,631-56.2% | $4,300-42.6% |
| Admin fee / account holder | $2,529 | $7,994-68.4% | $15,885-84.1% | $6,925-63.5% |