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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 | $15,686 | $30,421-48.4% | $56,077-72.0% | $74,429-78.9% |
| Participation rate | 0.0% | 32.9%-32.9pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 9.30% | 24.94%-15.6pp | 1709.28%-1700.0pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $242 | $1,175-79.4% | $1,954-87.6% | $4,348-94.4% |
| Admin fee / account holder | $3,731 | $2,363+57.9% | $2,825+32.1% | $1,944+91.9% |