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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 | $47,139 | $129,737-63.7% | $119,126-60.4% | $154,746-69.5% |
| Participation rate | 30.4% | 78.9%-48.4pp | 75.8%-45.3pp | 80.7%-50.3pp |
| Annual return | 7.50% | 379.08%-371.6pp | 282.11%-274.6pp | 172.34%-164.8pp |
| Employer contribution / active EE | $14 | $4,375-99.7% | $4,034-99.7% | $4,379-99.7% |
| Participant deferral / active EE | $2,117 | $5,842-63.8% | $5,318-60.2% | $6,730-68.5% |
| Admin fee / account holder | $5,081 | $11,961-57.5% | $10,693-52.5% | $14,365-64.6% |