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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 | $26,591 | $85,766-69.0% | $136,298-80.5% | $70,126-62.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 13.22% | 31.46%-18.2pp | 5156.27%-5143.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,251 | $5,051+23.7% | $6,247+0.1% | $3,332+87.6% |
| Admin fee / account holder | $3,344 | $5,421-38.3% | $9,244-63.8% | $4,645-28.0% |