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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 | $33,386 | $85,766-61.1% | $136,298-75.5% | $70,126-52.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 8.47% | 31.46%-23.0pp | 5156.27%-5147.8pp | 73.15%-64.7pp |
| Employer contribution / active EE | $219 | $2,966-92.6% | $4,696-95.3% | $2,343-90.7% |
| Participant deferral / active EE | $2,187 | $5,051-56.7% | $6,247-65.0% | $3,332-34.3% |
| Admin fee / account holder | $14,758 | $5,421+172.3% | $9,244+59.7% | $4,645+217.7% |