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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 | $88,702-80.5% | $81,780-78.8% | $145,978-88.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 3.53% | 1029.12%-1025.6pp | 776.27%-772.7pp | 550.52%-547.0pp |
| Employer contribution / active EE | $3 | $3,084-99.9% | $2,914-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $1,775 | $4,645-61.8% | $4,321-58.9% | $6,690-73.5% |
| Admin fee / account holder | $1,981 | $8,414-76.5% | $7,384-73.2% | $13,400-85.2% |