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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 | $29,343 | $26,936+8.9% | $53,647-45.3% | $71,012-58.7% |
| Participation rate | 2.5% | 21.9%-19.3pp | 56.3%-53.7pp | 58.6%-56.0pp |
| Annual return | 1.48% | 81.59%-80.1pp | 358.33%-356.9pp | 37.67%-36.2pp |
| Employer contribution / active EE | $63 | $335-81.3% | $962-93.5% | $2,348-97.3% |
| Participant deferral / active EE | $183 | $590-69.0% | $1,813-89.9% | $3,246-94.4% |
| Admin fee / account holder | $5,104 | $2,177+134.5% | $2,460+107.5% | $1,167+337.3% |