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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 | $15,230 | $55,889-72.7% | $76,119-80.0% | $80,935-81.2% |
| Participation rate | 63.8% | 62.1%+1.8pp | 69.1%-5.2pp | 67.7%-3.8pp |
| Annual return | 9.81% | 20.58%-10.8pp | 361.25%-351.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,182 | $3,051+37.1% | $4,259-1.8% | $4,299-2.7% |
| Admin fee / account holder | $13,381 | $5,241+155.3% | $6,421+108.4% | $6,924+93.2% |