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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 | $56,431-58.5% | $130,788-82.1% | $87,485-73.2% |
| Participation rate | 16.7% | 58.9%-42.3pp | 70.1%-53.4pp | 68.9%-52.3pp |
| Annual return | 10.88% | 91.27%-80.4pp | 386.44%-375.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $24 | $1,549-98.4% | $3,558-99.3% | $2,596-99.1% |
| Participant deferral / active EE | $2,002 | $2,749-27.2% | $4,137-51.6% | $4,274-53.2% |
| Admin fee / account holder | $2,123 | $4,433-52.1% | $6,673-68.2% | $7,775-72.7% |