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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 | $48,192 | $80,812-40.4% | $160,784-70.0% | $82,448-41.5% |
| Participation rate | 43.9% | 66.2%-22.3pp | 77.0%-33.1pp | 68.1%-24.2pp |
| Annual return | 12.75% | 100.59%-87.8pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $372 | $2,174-82.9% | $3,733-90.0% | $2,551-85.4% |
| Participant deferral / active EE | $2,958 | $4,335-31.8% | $6,293-53.0% | $4,139-28.5% |
| Admin fee / account holder | $2,390 | $7,695-68.9% | $9,717-75.4% | $7,234-67.0% |