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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 | $113,794 | $47,848+137.8% | $81,473+39.7% | $70,126+62.3% |
| Participation rate | 46.4% | 58.3%-11.8pp | 68.0%-21.5pp | 69.5%-23.1pp |
| Annual return | 12.69% | 27.25%-14.6pp | 38.78%-26.1pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,065 | $2,453-15.8% | $3,537-41.6% | $3,332-38.0% |
| Admin fee / account holder | $1,353 | $3,145-57.0% | $4,561-70.3% | $4,645-70.9% |