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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 | $10,641 | $58,311-81.8% | $81,882-87.0% | $80,959-86.9% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.4%-16.8pp | 67.7%-12.1pp |
| Annual return | 10.51% | 41.85%-31.3pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,157 | $3,287-64.8% | $4,323-73.2% | $4,300-73.1% |
| Admin fee / account holder | $946 | $4,752-80.1% | $7,360-87.1% | $6,925-86.3% |