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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 | $57,590-67.8% | $86,233-78.5% | $82,448-77.5% |
| Participation rate | 8.0% | 57.9%-49.8pp | 69.0%-61.0pp | 68.1%-60.0pp |
| Annual return | 13.12% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,110 | $3,080-64.0% | $4,559-75.6% | $4,139-73.2% |
| Admin fee / account holder | $7,378 | $4,730+56.0% | $8,342-11.6% | $7,234+2.0% |