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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 | $133,629 | $117,859+13.4% | $102,438+30.4% | $145,959-8.4% |
| Participation rate | 31.6% | 78.6%-47.0pp | 76.5%-44.9pp | 80.3%-48.7pp |
| Annual return | 1.83% | 31.72%-29.9pp | 29.37%-27.5pp | 561.95%-560.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,807 | $5,732-68.5% | $5,054-64.3% | $6,689-73.0% |
| Admin fee / account holder | $320 | $13,318-97.6% | $9,448-96.6% | $13,398-97.6% |