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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 | $23,228 | $55,437-58.1% | $155,534-85.1% | $74,459-68.8% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.3pp | 67.2%-51.3pp |
| Annual return | 10.90% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $959 | $2,837-66.2% | $5,630-83.0% | $4,350-77.9% |
| Admin fee / account holder | $3,431 | $1,742+96.9% | $15,900-78.4% | $1,945+76.4% |