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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 | $81,530 | $86,891-6.2% | $142,460-42.8% | $75,181+8.4% |
| Participation rate | 67.9% | 68.5%-0.7pp | 76.8%-8.9pp | 67.2%+0.7pp |
| Annual return | 11.14% | 23.31%-12.2pp | 19.99%-8.8pp | 160.69%-149.5pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,387 | $4,938+9.1% | $6,283-14.3% | $4,126+30.6% |
| Admin fee / account holder | $16,752 | $7,299+129.5% | $10,011+67.3% | $5,650+196.5% |