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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 | $7,271 | $58,275-87.5% | $81,844-91.1% | $80,935-91.0% |
| Participation rate | 40.5% | 63.5%-22.9pp | 72.4%-31.8pp | 67.7%-27.1pp |
| Annual return | 10.58% | 41.82%-31.2pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $846 | $3,285-74.2% | $4,323-80.4% | $4,299-80.3% |
| Admin fee / account holder | $384 | $4,749-91.9% | $7,355-94.8% | $6,924-94.5% |