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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 | $17,321 | $88,778-80.5% | $81,844-78.8% | $145,884-88.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 3.53% | 1033.03%-1029.5pp | 778.87%-775.3pp | 551.85%-548.3pp |
| Employer contribution / active EE | $3 | $3,087-99.9% | $2,916-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $1,775 | $4,648-61.8% | $4,323-58.9% | $6,690-73.5% |
| Admin fee / account holder | $1,981 | $8,430-76.5% | $7,355-73.1% | $13,392-85.2% |