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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 | $56,617 | $85,766-34.0% | $136,298-58.5% | $70,126-19.3% |
| Participation rate | 65.9% | 74.2%-8.3pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 11.48% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,875 | $5,051-23.3% | $6,247-38.0% | $3,332+16.3% |
| Admin fee / account holder | $2,986 | $5,421-44.9% | $9,244-67.7% | $4,645-35.7% |