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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 | $19,579 | $56,431-65.3% | $130,788-85.0% | $87,485-77.6% |
| Participation rate | 42.2% | 58.9%-16.7pp | 70.1%-27.9pp | 68.9%-26.7pp |
| Annual return | 10.49% | 91.27%-80.8pp | 386.44%-375.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,748 | $2,749-36.4% | $4,137-57.7% | $4,274-59.1% |
| Admin fee / account holder | $3,539 | $4,433-20.2% | $6,673-47.0% | $7,775-54.5% |