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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 | $37,840 | $61,125-38.1% | $94,057-59.8% | $87,485-56.7% |
| Participation rate | 56.0% | 64.1%-8.1pp | 73.3%-17.3pp | 68.9%-12.9pp |
| Annual return | 10.73% | 35.20%-24.5pp | 480.62%-469.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,758 | $3,260-46.1% | $4,709-62.7% | $4,274-58.9% |
| Admin fee / account holder | $511 | $5,629-90.9% | $7,244-92.9% | $7,775-93.4% |