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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 | $12,487 | $49,976-75.0% | $66,674-81.3% | $82,637-84.9% |
| Participation rate | 14.8% | 63.1%-48.3pp | 73.7%-58.9pp | 68.1%-53.3pp |
| Annual return | 12.64% | 39.09%-26.5pp | 321.24%-308.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $723 | $2,847-74.6% | $4,084-82.3% | $4,126-82.5% |
| Admin fee / account holder | $2,962 | $4,594-35.5% | $5,098-41.9% | $7,339-59.6% |