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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 | $23,026 | $69,774-67.0% | $67,575-65.9% | $74,459-69.1% |
| Participation rate | 69.8% | 71.4%-1.6pp | 72.9%-3.1pp | 67.2%+2.6pp |
| Annual return | 9.92% | -40.53%+50.4pp | 3528.98%-3519.1pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,404 | $3,636-33.9% | $4,003-39.9% | $4,350-44.7% |
| Admin fee / account holder | $1,566 | $890+76.0% | $3,993-60.8% | $1,945-19.5% |