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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 | $26,011 | $65,555-60.3% | $86,216-69.8% | $75,173-65.4% |
| Participation rate | 18.8% | 60.5%-41.7pp | 69.0%-50.2pp | 67.2%-48.5pp |
| Annual return | 11.00% | 46.07%-35.1pp | 1169.42%-1158.4pp | 160.72%-149.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,208 | $3,023-60.1% | $3,986-69.7% | $4,126-70.7% |
| Admin fee / account holder | $496 | $5,469-90.9% | $6,853-92.8% | $5,651-91.2% |