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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 | $148,618 | $211,224-29.6% | $178,505-16.7% | $145,897+1.9% |
| Participation rate | 23.1% | 80.8%-57.7pp | 77.1%-54.0pp | 80.3%-57.2pp |
| Annual return | 5.33% | 30.28%-25.0pp | 27.16%-21.8pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,251 | $6,966-39.0% | $6,280-32.3% | $6,689-36.5% |
| Admin fee / account holder | $19,648 | $12,109+62.3% | $10,428+88.4% | $13,390+46.7% |