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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 | $56,477 | $65,423-13.7% | $98,477-42.6% | $85,856-34.2% |
| Participation rate | 22.2% | 65.0%-42.8pp | 73.3%-51.1pp | 69.3%-47.1pp |
| Annual return | 8.86% | 21.76%-12.9pp | 1493.59%-1484.7pp | 318.58%-309.7pp |
| Employer contribution / active EE | $181 | $2,168-91.6% | $2,961-93.9% | $2,565-92.9% |
| Participant deferral / active EE | $1,022 | $3,167-67.7% | $4,276-76.1% | $3,952-74.1% |
| Admin fee / account holder | $3,615 | $4,594-21.3% | $5,951-39.2% | $6,261-42.3% |