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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 | $16,700 | $58,927-71.7% | $76,823-78.3% | $72,983-77.1% |
| Participation rate | 51.3% | 67.3%-16.1pp | 72.1%-20.8pp | 69.5%-18.2pp |
| Annual return | 15.18% | 2305.64%-2290.5pp | 1166.42%-1151.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $166 | $1,787-90.7% | $2,302-92.8% | $2,440-93.2% |
| Participant deferral / active EE | $1,120 | $2,690-58.4% | $3,336-66.4% | $3,608-69.0% |
| Admin fee / account holder | $4,602 | $4,013+14.7% | $6,422-28.3% | $5,124-10.2% |