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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 | $18,387 | $49,164-62.6% | $121,169-84.8% | $75,181-75.5% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 13.51% | 56.03%-42.5pp | 986.71%-973.2pp | 160.69%-147.2pp |
| Employer contribution / active EE | $306 | $1,546-80.2% | $4,168-92.7% | $2,671-88.5% |
| Participant deferral / active EE | $1,255 | $2,628-52.3% | $4,083-69.3% | $4,126-69.6% |
| Admin fee / account holder | $644 | $3,942-83.7% | $5,645-88.6% | $5,650-88.6% |