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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 | $16,398 | $102,595-84.0% | $94,057-82.6% | $154,746-89.4% |
| Participation rate | 54.2% | 76.0%-21.8pp | 73.3%-19.2pp | 80.7%-26.5pp |
| Annual return | 9.03% | 583.42%-574.4pp | 480.62%-471.6pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,695 | $5,118-47.3% | $4,709-42.8% | $6,730-60.0% |
| Admin fee / account holder | $845 | $7,736-89.1% | $7,244-88.3% | $14,365-94.1% |