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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 | $13,309 | $102,595-87.0% | $94,057-85.9% | $154,746-91.4% |
| Participation rate | 40.9% | 76.0%-35.1pp | 73.3%-32.4pp | 80.7%-39.8pp |
| Annual return | 9.25% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,854 | $5,118-63.8% | $4,709-60.6% | $6,730-72.4% |
| Admin fee / account holder | $1,104 | $7,736-85.7% | $7,244-84.8% | $14,365-92.3% |