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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 | $51,760 | $68,852-24.8% | $120,524-57.1% | $80,925-36.0% |
| Participation rate | 61.1% | 61.6%-0.5pp | 71.9%-10.8pp | 67.7%-6.5pp |
| Annual return | 8.46% | 23.67%-15.2pp | 107.36%-98.9pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,639 | $3,187-17.2% | $4,994-47.2% | $4,299-38.6% |
| Admin fee / account holder | $15,507 | $5,781+168.3% | $9,440+64.3% | $6,940+123.4% |