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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 | $38,003 | $96,678-60.7% | $86,640-56.1% | $139,466-72.8% |
| Participation rate | 42.1% | 74.4%-32.3pp | 71.7%-29.6pp | 80.3%-38.2pp |
| Annual return | 5.06% | 106.69%-101.6pp | 592.52%-587.5pp | 373.66%-368.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,473 | $4,837-69.6% | $4,438-66.8% | $6,712-78.1% |
| Admin fee / account holder | $2,657 | $6,410-58.6% | $5,616-52.7% | $11,409-76.7% |