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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 | $54,780 | $60,139-8.9% | $90,461-39.4% | $79,856-31.4% |
| Participation rate | 33.8% | 65.0%-31.1pp | 72.7%-38.8pp | 69.6%-35.8pp |
| Annual return | 10.00% | 71.96%-62.0pp | 1294.76%-1284.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,518 | $2,939-48.4% | $3,964-61.7% | $3,741-59.4% |
| Admin fee / account holder | $2,411 | $3,978-39.4% | $5,617-57.1% | $5,306-54.6% |