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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 | $65,084-13.6% | $67,681-16.9% | $64,340-12.6% |
| Participation rate | 21.5% | 66.7%-45.2pp | 73.7%-52.2pp | 55.2%-33.8pp |
| Annual return | 10.21% | 20.50%-10.3pp | 590.58%-580.4pp | 24.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,245 | $3,210-61.2% | $3,976-68.7% | $2,980-58.2% |
| Admin fee / account holder | $13,448 | $1,415+850.5% | $6,100+120.5% | $3,703+263.2% |