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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 | $5,347 | $49,976-89.3% | $66,674-92.0% | $82,637-93.5% |
| Participation rate | 60.6% | 63.1%-2.5pp | 73.7%-13.1pp | 68.1%-7.4pp |
| Annual return | 12.70% | 39.09%-26.4pp | 321.24%-308.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,826 | $2,847-35.8% | $4,084-55.3% | $4,126-55.7% |
| Admin fee / account holder | $600 | $4,594-86.9% | $5,098-88.2% | $7,339-91.8% |