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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 | $33,733 | $48,364-30.3% | $71,796-53.0% | $62,881-46.4% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 2.13% | 13.16%-11.0pp | 78.04%-75.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,118 | $2,091+96.9% | $2,794+47.4% | $3,203+28.6% |
| Admin fee / account holder | $1,358 | $3,771-64.0% | $4,815-71.8% | $4,296-68.4% |