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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 | $36,636 | $58,241-37.1% | $81,780-55.2% | $80,911-54.7% |
| Participation rate | 23.3% | 63.4%-40.1pp | 72.4%-49.0pp | 67.6%-44.3pp |
| Annual return | 9.05% | 41.73%-32.7pp | 776.27%-767.2pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,515 | $3,283+7.1% | $4,321-18.7% | $4,297-18.2% |
| Admin fee / account holder | $12,712 | $4,973+155.6% | $7,384+72.2% | $6,935+83.3% |