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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 | $17,535 | $76,407-77.1% | $150,298-88.3% | $82,448-78.7% |
| Participation rate | 20.7% | 66.4%-45.7pp | 77.8%-57.1pp | 68.1%-47.4pp |
| Annual return | 0.21% | 39.99%-39.8pp | 62.79%-62.6pp | 41.64%-41.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,536 | $3,214-52.2% | $5,453-71.8% | $4,139-62.9% |
| Admin fee / account holder | $3,532 | $6,352-44.4% | $14,116-75.0% | $7,234-51.2% |