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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 | $65,697 | $28,624+129.5% | $53,647+22.5% | $82,637-20.5% |
| Participation rate | 18.8% | 47.3%-28.5pp | 56.3%-37.5pp | 68.1%-49.3pp |
| Annual return | 12.14% | 664.98%-652.8pp | 358.33%-346.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $28 | $637-95.5% | $962-97.1% | $2,552-98.9% |
| Participant deferral / active EE | $281 | $1,196-76.5% | $1,813-84.5% | $4,126-93.2% |
| Admin fee / account holder | $901 | $2,022-55.5% | $2,460-63.4% | $7,339-87.7% |