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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 | $29,743 | $58,275-49.0% | $81,844-63.7% | $80,935-63.3% |
| Participation rate | 52.9% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.7pp |
| Annual return | 8.59% | 41.82%-33.2pp | 778.87%-770.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $212 | $2,346-91.0% | $2,916-92.7% | $2,757-92.3% |
| Participant deferral / active EE | $3,576 | $3,285+8.9% | $4,323-17.3% | $4,299-16.8% |
| Admin fee / account holder | $2,993 | $4,749-37.0% | $7,355-59.3% | $6,924-56.8% |