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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 | $10,689 | $55,902-80.9% | $76,030-85.9% | $80,959-86.8% |
| Participation rate | 25.9% | 62.1%-36.1pp | 69.1%-43.1pp | 67.7%-41.7pp |
| Annual return | 1.90% | 20.59%-18.7pp | 361.54%-359.6pp | 35.67%-33.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,226 | $3,051-59.8% | $4,257-71.2% | $4,300-71.5% |
| Admin fee / account holder | $1,841 | $5,239-64.9% | $6,421-71.3% | $6,925-73.4% |