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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 | $46,567 | $58,241-20.0% | $81,780-43.1% | $80,911-42.4% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.4%-16.4pp | 67.6%-11.6pp |
| Annual return | 10.19% | 41.73%-31.5pp | 776.27%-766.1pp | 35.63%-25.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,545 | $3,283-52.9% | $4,321-64.2% | $4,297-64.0% |
| Admin fee / account holder | $709 | $4,973-85.7% | $7,384-90.4% | $6,935-89.8% |