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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 | $17,705 | $61,125-71.0% | $94,057-81.2% | $87,485-79.8% |
| Participation rate | 34.4% | 64.1%-29.6pp | 73.3%-38.9pp | 68.9%-34.5pp |
| Annual return | 12.56% | 35.20%-22.6pp | 480.62%-468.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,160 | $3,260-64.4% | $4,709-75.4% | $4,274-72.9% |
| Admin fee / account holder | $829 | $5,629-85.3% | $7,244-88.6% | $7,775-89.3% |