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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 | $61,474 | $80,812-23.9% | $160,784-61.8% | $82,448-25.4% |
| Participation rate | 31.4% | 66.2%-34.9pp | 77.0%-45.6pp | 68.1%-36.7pp |
| Annual return | 9.53% | 100.59%-91.1pp | 1803.92%-1794.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,561 | $4,335-64.0% | $6,293-75.2% | $4,139-62.3% |
| Admin fee / account holder | $993 | $7,695-87.1% | $9,717-89.8% | $7,234-86.3% |