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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 | $48,726 | $102,663-52.5% | $86,216-43.5% | $139,466-65.1% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 5.54% | 1924.52%-1919.0pp | 1169.42%-1163.9pp | 373.66%-368.1pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,841 | $4,677-39.3% | $3,986-28.7% | $6,712-57.7% |
| Admin fee / account holder | $4,898 | $8,663-43.5% | $6,853-28.5% | $11,409-57.1% |