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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 | $200,379 | $138,386+44.8% | $184,260+8.7% | $80,935+147.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.7%-7.7pp |
| Annual return | 9.81% | 20.02%-10.2pp | 28.84%-19.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,611 | $7,076-34.8% | $9,133-49.5% | $4,299+7.2% |
| Admin fee / account holder | $12,661 | $10,489+20.7% | $13,898-8.9% | $6,924+82.9% |