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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 | $126,807 | $52,580+141.2% | $71,671+76.9% | $70,126+80.8% |
| Participation rate | 21.6% | 60.9%-39.3pp | 68.7%-47.1pp | 69.5%-47.9pp |
| Annual return | 10.22% | 20.25%-10.0pp | 20.65%-10.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,465 | $2,386-38.6% | $3,438-57.4% | $3,332-56.0% |
| Admin fee / account holder | $2,700 | $3,653-26.1% | $5,558-51.4% | $4,645-41.9% |