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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 | $14,832 | $111,830-86.7% | $93,696-84.2% | $145,884-89.8% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 5.81% | 204.08%-198.3pp | 133.74%-127.9pp | 551.85%-546.0pp |
| Employer contribution / active EE | $153 | $3,093-95.1% | $2,422-93.7% | $4,662-96.7% |
| Participant deferral / active EE | $3,591 | $4,920-27.0% | $4,417-18.7% | $6,690-46.3% |
| Admin fee / account holder | $4,376 | $10,249-57.3% | $8,287-47.2% | $13,392-67.3% |