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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 | $16,811 | $115,903-85.5% | $100,528-83.3% | $158,966-89.4% |
| Participation rate | 52.4% | 81.6%-29.2pp | 79.4%-27.0pp | 82.0%-29.6pp |
| Annual return | 6.64% | 34.80%-28.2pp | 30.90%-24.3pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,024 | $6,677-69.7% | $6,271-67.7% | $5,983-66.2% |
| Admin fee / account holder | $3,796 | $11,000-65.5% | $8,084-53.0% | $11,250-66.3% |