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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 | $84,323 | $106,864-21.1% | $147,318-42.8% | $82,637+2.0% |
| Participation rate | 59.4% | 75.5%-16.1pp | 82.1%-22.7pp | 68.1%-8.7pp |
| Annual return | 11.84% | 27.49%-15.7pp | 70.43%-58.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,587 | $6,496-14.0% | $7,906-29.3% | $4,126+35.4% |
| Admin fee / account holder | $6,741 | $8,415-19.9% | $13,708-50.8% | $7,339-8.1% |