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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 | $32,202 | $157,296-79.5% | $141,191-77.2% | $152,897-78.9% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.5%-43.3pp |
| Annual return | 4.01% | 64.34%-60.3pp | 71.41%-67.4pp | 345.43%-341.4pp |
| Employer contribution / active EE | $54 | $5,262-99.0% | $4,736-98.9% | $4,764-98.9% |
| Participant deferral / active EE | $2,613 | $7,111-63.2% | $6,710-61.1% | $5,851-55.3% |
| Admin fee / account holder | $3,709 | $12,125-69.4% | $10,264-63.9% | $11,599-68.0% |