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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 | $48,176 | $24,618+95.7% | $71,585-32.7% | $82,637-41.7% |
| Participation rate | 18.9% | 68.2%-49.3pp | 68.2%-49.2pp | 68.1%-49.1pp |
| Annual return | 13.34% | 93.17%-79.8pp | 59.26%-45.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $877 | $1,720-49.0% | $2,923-70.0% | $4,126-78.8% |
| Admin fee / account holder | $670 | $3,285-79.6% | $4,712-85.8% | $7,339-90.9% |