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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 | $18,772 | $211,224-91.1% | $178,505-89.5% | $145,897-87.1% |
| Participation rate | 68.8% | 80.8%-12.1pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 4.10% | 30.28%-26.2pp | 27.16%-23.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,747 | $6,966-17.5% | $6,280-8.5% | $6,689-14.1% |
| Admin fee / account holder | $514 | $12,109-95.8% | $10,428-95.1% | $13,390-96.2% |