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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 | $59,192 | $102,595-42.3% | $94,057-37.1% | $154,746-61.7% |
| Participation rate | 38.9% | 76.0%-37.1pp | 73.3%-34.5pp | 80.7%-41.8pp |
| Annual return | 10.07% | 583.42%-573.3pp | 480.62%-470.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $182 | $3,147-94.2% | $2,933-93.8% | $4,379-95.9% |
| Participant deferral / active EE | $1,312 | $5,118-74.4% | $4,709-72.1% | $6,730-80.5% |
| Admin fee / account holder | $4,482 | $7,736-42.1% | $7,244-38.1% | $14,365-68.8% |