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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 | $26,222 | $28,624-8.4% | $53,647-51.1% | $82,637-68.3% |
| Participation rate | 24.4% | 47.3%-22.9pp | 56.3%-31.9pp | 68.1%-43.6pp |
| Annual return | 10.72% | 664.98%-654.3pp | 358.33%-347.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,760 | $1,196+47.2% | $1,813-2.9% | $4,126-57.3% |
| Admin fee / account holder | $5,233 | $2,022+158.8% | $2,460+112.7% | $7,339-28.7% |