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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 | $80,487 | $70,366+14.4% | $66,674+20.7% | $138,895-42.1% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 10.80% | 386.41%-375.6pp | 321.24%-310.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,452 | $4,374+1.8% | $4,084+9.0% | $6,396-30.4% |
| Admin fee / account holder | $1,361 | $5,262-74.1% | $5,098-73.3% | $12,562-89.2% |