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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 | $25,450 | $29,319-13.2% | $52,425-51.5% | $82,448-69.1% |
| Participation rate | 28.8% | 46.9%-18.0pp | 55.6%-26.8pp | 68.1%-39.3pp |
| Annual return | 12.51% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $691 | $1,171-41.0% | $1,790-61.4% | $4,139-83.3% |
| Admin fee / account holder | $3,308 | $1,962+68.6% | $2,495+32.6% | $7,234-54.3% |