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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 | $25,909 | $60,504-57.2% | $81,882-68.4% | $74,478-65.2% |
| Participation rate | 44.6% | 62.9%-18.3pp | 72.4%-27.8pp | 67.2%-22.6pp |
| Annual return | 6.61% | 16.91%-10.3pp | 779.47%-772.9pp | 1370.56%-1364.0pp |
| Employer contribution / active EE | $201 | $2,627-92.4% | $2,916-93.1% | $2,626-92.4% |
| Participant deferral / active EE | $1,181 | $3,400-65.3% | $4,323-72.7% | $4,350-72.8% |
| Admin fee / account holder | $1,244 | $1,492-16.6% | $7,360-83.1% | $1,946-36.0% |