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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 | $25,023 | $124,351-79.9% | $109,188-77.1% | $167,553-85.1% |
| Participation rate | 47.4% | 79.4%-32.1pp | 75.9%-28.5pp | 82.1%-34.7pp |
| Annual return | 7.60% | 26.04%-18.4pp | 25.76%-18.2pp | 478.89%-471.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,953 | $5,257-43.8% | $4,654-36.6% | $6,343-53.4% |
| Admin fee / account holder | $1,816 | $7,975-77.2% | $6,755-73.1% | $12,316-85.3% |