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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 | $2,695 | $29,051-90.7% | $52,425-94.9% | $67,986-96.0% |
| Participation rate | 14.6% | 30.4%-15.8pp | 55.6%-41.0pp | 57.2%-42.6pp |
| Annual return | 8.81% | 24.00%-15.2pp | 302.12%-293.3pp | 31.67%-22.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $316 | $873-63.8% | $1,790-82.4% | $3,358-90.6% |
| Admin fee / account holder | $435 | $2,113-79.4% | $2,495-82.6% | $3,203-86.4% |