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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 | $37,443 | $102,393-63.4% | $147,041-74.5% | $80,911-53.7% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.6%-39.6pp |
| Annual return | 10.45% | 134.95%-124.5pp | 419.21%-408.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,297 | $6,647-35.4% | $8,071-46.8% | $4,2970% |
| Admin fee / account holder | $2,920 | $7,943-63.2% | $13,006-77.6% | $6,935-57.9% |