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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 | $23,409 | $52,353-55.3% | $120,225-80.5% | $82,448-71.6% |
| Participation rate | 16.7% | 58.3%-41.6pp | 69.6%-52.9pp | 68.1%-51.4pp |
| Annual return | 10.88% | 61.85%-51.0pp | 439.23%-428.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $24 | $1,510-98.4% | $3,475-99.3% | $2,551-99.1% |
| Participant deferral / active EE | $2,002 | $2,627-23.8% | $3,999-49.9% | $4,139-51.6% |
| Admin fee / account holder | $2,123 | $4,363-51.3% | $5,696-62.7% | $7,234-70.7% |