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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 | $34,517 | $90,530-61.9% | $76,030-54.6% | $145,897-76.3% |
| Participation rate | 38.9% | 74.4%-35.6pp | 69.1%-30.2pp | 80.3%-41.4pp |
| Annual return | 6.46% | 625.08%-618.6pp | 361.54%-355.1pp | 552.29%-545.8pp |
| Employer contribution / active EE | $552 | $3,319-83.4% | $2,688-79.5% | $4,663-88.2% |
| Participant deferral / active EE | $1,109 | $5,164-78.5% | $4,257-74.0% | $6,689-83.4% |
| Admin fee / account holder | $1,670 | $8,383-80.1% | $6,421-74.0% | $13,390-87.5% |