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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 | $28,041 | $85,766-67.3% | $136,298-79.4% | $70,126-60.0% |
| Participation rate | 67.3% | 74.2%-6.9pp | 81.9%-14.6pp | 69.5%-2.3pp |
| Annual return | 7.98% | 31.46%-23.5pp | 5156.27%-5148.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,846 | $5,051-4.1% | $6,247-22.4% | $3,332+45.5% |
| Admin fee / account holder | $2,509 | $5,421-53.7% | $9,244-72.9% | $4,646-46.0% |