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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 | $3,331 | $29,319-88.6% | $52,425-93.6% | $82,448-96.0% |
| Participation rate | 23.9% | 46.9%-22.9pp | 55.6%-31.7pp | 68.1%-44.1pp |
| Annual return | 4.32% | 535.20%-530.9pp | 302.12%-297.8pp | 41.64%-37.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $694 | $1,171-40.7% | $1,790-61.2% | $4,139-83.2% |
| Admin fee / account holder | $471 | $1,962-76.0% | $2,495-81.1% | $7,234-93.5% |