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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 | $60,664 | $88,815-31.7% | $81,882-25.9% | $145,897-58.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 9.01% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,106 | $4,647-54.7% | $4,323-51.3% | $6,689-68.5% |
| Admin fee / account holder | $1,314 | $8,434-84.4% | $7,360-82.1% | $13,390-90.2% |