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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 | $41,375 | $103,008-59.8% | $90,304-54.2% | $152,897-72.9% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.5%-55.2pp |
| Annual return | 8.24% | 95.22%-87.0pp | 78.13%-69.9pp | 345.43%-337.2pp |
| Employer contribution / active EE | -$11 | $3,139-100.3% | $2,855-100.4% | $4,764-100.2% |
| Participant deferral / active EE | $1,465 | $4,281-65.8% | $3,885-62.3% | $5,851-75.0% |
| Admin fee / account holder | $5,017 | $6,175-18.7% | $5,354-6.3% | $11,599-56.7% |