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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 | $59,192 | $53,128+11.4% | $86,582-31.6% | $70,126-15.6% |
| Participation rate | 21.6% | 65.3%-43.7pp | 73.5%-52.0pp | 69.5%-48.0pp |
| Annual return | 8.70% | 27.66%-19.0pp | 965.08%-956.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $823 | $2,695-69.5% | $3,609-77.2% | $3,332-75.3% |
| Admin fee / account holder | $7,487 | $3,584+108.9% | $4,904+52.7% | $4,645+61.2% |