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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 | $33,926 | $96,691-64.9% | $86,656-60.9% | $139,487-75.7% |
| Participation rate | 41.2% | 74.4%-33.2pp | 71.7%-30.5pp | 80.3%-39.2pp |
| Annual return | 5.79% | 106.87%-101.1pp | 593.09%-587.3pp | 373.84%-368.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,870 | $4,838-20.0% | $4,439-12.8% | $6,713-42.3% |
| Admin fee / account holder | $3,770 | $6,414-41.2% | $5,619-32.9% | $11,407-67.0% |