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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 | $12,921 | $70,366-81.6% | $66,674-80.6% | $138,895-90.7% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 4.68% | 386.41%-381.7pp | 321.24%-316.6pp | 145.39%-140.7pp |
| Employer contribution / active EE | $112 | $2,765-95.9% | $2,620-95.7% | $4,194-97.3% |
| Participant deferral / active EE | $2,347 | $4,374-46.4% | $4,084-42.5% | $6,396-63.3% |
| Admin fee / account holder | $57,264 | $5,262+988.2% | $5,098+1023.3% | $12,562+355.8% |