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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 | $28,433 | $29,716-4.3% | $56,077-49.3% | $80,925-64.9% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.7%-63.7pp |
| Annual return | 5.81% | 35.30%-29.5pp | 1709.28%-1703.5pp | 35.65%-29.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $687 | $1,228-44.1% | $1,954-64.8% | $4,299-84.0% |
| Admin fee / account holder | $2,019 | $2,432-17.0% | $2,825-28.5% | $6,940-70.9% |