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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 | $62,782 | $104,953-40.2% | $84,637-25.8% | $152,909-58.9% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.5%-29.5pp |
| Annual return | 3.44% | 373.94%-370.5pp | 258.82%-255.4pp | 345.46%-342.0pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,683 | $4,691-64.1% | $3,900-56.9% | $5,851-71.2% |
| Admin fee / account holder | $4,307 | $6,244-31.0% | $4,914-12.4% | $11,601-62.9% |