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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 | $20,397 | $88,710-77.0% | $81,783-75.1% | $145,959-86.0% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.4%-13.5pp | 80.3%-21.5pp |
| Annual return | 7.39% | 1027.26%-1019.9pp | 775.05%-767.7pp | 561.95%-554.6pp |
| Employer contribution / active EE | $6 | $3,083-99.8% | $2,913-99.8% | $4,661-99.9% |
| Participant deferral / active EE | $1,506 | $4,645-67.6% | $4,320-65.1% | $6,689-77.5% |
| Admin fee / account holder | $5,856 | $8,407-30.3% | $7,380-20.6% | $13,398-56.3% |