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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 | $50,584 | $55,472-8.8% | $155,567-67.5% | $74,546-32.1% |
| Participation rate | 20.2% | 61.9%-41.7pp | 78.2%-58.0pp | 67.2%-47.0pp |
| Annual return | 6.02% | 268.72%-262.7pp | 64.74%-58.7pp | 1366.03%-1360.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $915 | $2,838-67.8% | $5,628-83.7% | $4,347-79.0% |
| Admin fee / account holder | $9,680 | $1,743+455.5% | $15,916-39.2% | $1,944+398.1% |