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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 | $100,560 | $65,395+53.8% | $182,558-44.9% | $72,976+37.8% |
| Participation rate | 29.7% | 65.4%-35.7pp | 78.0%-48.2pp | 69.5%-39.8pp |
| Annual return | 17.86% | 27.68%-9.8pp | 148.59%-130.7pp | 81.02%-63.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,191 | $3,563-66.6% | $5,526-78.4% | $3,608-67.0% |
| Admin fee / account holder | $976 | $4,245-77.0% | $8,594-88.6% | $5,124-80.9% |