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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 | $18,990 | $52,279-63.7% | $89,400-78.8% | $79,858-76.2% |
| Participation rate | 48.5% | 57.5%-9.1pp | 68.0%-19.5pp | 69.6%-21.2pp |
| Annual return | 11.55% | 22.16%-10.6pp | 245.64%-234.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,765 | $2,740+146.9% | $3,890+73.9% | $3,740+80.9% |
| Admin fee / account holder | $5,114 | $3,356+52.4% | $4,882+4.8% | $5,306-3.6% |