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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 | $101,311 | $113,941-11.1% | $94,229+7.5% | $125,389-19.2% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -4.07% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $598 | $4,727-87.4% | $3,587-83.3% | $4,866-87.7% |
| Participant deferral / active EE | $4,788 | $5,179-7.5% | $4,320+10.8% | $5,352-10.5% |
| Admin fee / account holder | $1,811 | $8,392-78.4% | $6,269-71.1% | $9,541-81.0% |