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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 | $49,910 | $27,924+78.7% | $58,544-14.7% | $75,181-33.6% |
| Participation rate | 14.8% | 38.8%-24.0pp | 50.9%-36.0pp | 67.2%-52.4pp |
| Annual return | 12.63% | 44.20%-31.6pp | 4249.56%-4236.9pp | 160.69%-148.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $285 | $1,202-76.3% | $1,923-85.2% | $4,126-93.1% |
| Admin fee / account holder | $969 | $1,726-43.9% | $2,520-61.5% | $5,650-82.8% |