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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 | $21,528 | $58,391-63.1% | $76,657-71.9% | $72,975-70.5% |
| Participation rate | 59.3% | 67.4%-8.1pp | 72.1%-12.8pp | 69.5%-10.2pp |
| Annual return | 3.42% | 2306.65%-2303.2pp | 1166.74%-1163.3pp | 81.01%-77.6pp |
| Employer contribution / active EE | $153 | $1,787-91.5% | $2,303-93.4% | $2,440-93.7% |
| Participant deferral / active EE | $1,108 | $2,690-58.8% | $3,335-66.8% | $3,608-69.3% |
| Admin fee / account holder | $4,824 | $4,014+20.2% | $6,423-24.9% | $5,124-5.8% |