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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 | $37,882 | $108,897-65.2% | $100,378-62.3% | $145,877-74.0% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 8.07% | 58.17%-50.1pp | 49.41%-41.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,673 | $8,455-32.9% | $8,087-29.8% | $6,691-15.2% |
| Admin fee / account holder | $406 | $9,690-95.8% | $7,899-94.9% | $13,402-97.0% |