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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 | $25,853 | $58,275-55.6% | $81,844-68.4% | $80,935-68.1% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.4%-20.5pp | 67.7%-15.8pp |
| Annual return | 10.17% | 41.82%-31.6pp | 778.87%-768.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,466 | $3,285-24.9% | $4,323-43.0% | $4,299-42.6% |
| Admin fee / account holder | $923 | $4,749-80.6% | $7,355-87.5% | $6,924-86.7% |