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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 | $41,562 | $49,896-16.7% | $80,627-48.5% | $75,173-44.7% |
| Participation rate | 18.3% | 55.3%-37.0pp | 67.0%-48.7pp | 67.2%-48.9pp |
| Annual return | 13.02% | 34.67%-21.7pp | 936.76%-923.7pp | 160.72%-147.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,373 | $2,992-54.1% | $4,443-69.1% | $4,126-66.7% |
| Admin fee / account holder | $6,521 | $3,578+82.3% | $5,381+21.2% | $5,651+15.4% |