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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 | $50,188 | $85,766-41.5% | $136,298-63.2% | $70,126-28.4% |
| Participation rate | 38.7% | 74.2%-35.4pp | 81.9%-43.2pp | 69.5%-30.8pp |
| Annual return | 14.18% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,411 | $5,051+26.9% | $6,247+2.6% | $3,332+92.4% |
| Admin fee / account holder | $1,694 | $5,421-68.7% | $9,244-81.7% | $4,645-63.5% |