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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 | $46,863 | $88,815-47.2% | $81,882-42.8% | $145,897-67.9% |
| Participation rate | 45.0% | 75.1%-30.1pp | 72.4%-27.4pp | 80.3%-35.3pp |
| Annual return | 6.47% | 1033.75%-1027.3pp | 779.47%-773.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,404 | $4,647-5.2% | $4,323+1.9% | $6,689-34.2% |
| Admin fee / account holder | $12,540 | $8,434+48.7% | $7,360+70.4% | $13,390-6.4% |