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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 | $56,255 | $64,705-13.1% | $62,929-10.6% | $67,986-17.3% |
| Participation rate | 21.5% | 65.6%-44.1pp | 73.1%-51.6pp | 57.2%-35.7pp |
| Annual return | 10.21% | 20.31%-10.1pp | 1063.93%-1053.7pp | 31.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,245 | $3,198-61.1% | $3,888-68.0% | $3,358-62.9% |
| Admin fee / account holder | $13,448 | $1,428+841.7% | $5,065+165.5% | $3,203+319.8% |