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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 | $18,545 | $60,442-69.3% | $96,754-80.8% | $87,485-78.8% |
| Participation rate | 8.0% | 58.7%-50.7pp | 70.3%-62.2pp | 68.9%-60.9pp |
| Annual return | 13.12% | 21.97%-8.9pp | 82.04%-68.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,110 | $3,280-66.2% | $4,758-76.7% | $4,274-74.0% |
| Admin fee / account holder | $7,378 | $5,069+45.5% | $8,905-17.1% | $7,775-5.1% |