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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 | $33,472 | $56,431-40.7% | $130,788-74.4% | $87,485-61.7% |
| Participation rate | 39.5% | 58.9%-19.5pp | 70.1%-30.6pp | 68.9%-29.5pp |
| Annual return | 11.45% | 91.27%-79.8pp | 386.44%-375.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $20 | $1,549-98.7% | $3,558-99.4% | $2,596-99.2% |
| Participant deferral / active EE | $1,891 | $2,749-31.2% | $4,137-54.3% | $4,274-55.8% |
| Admin fee / account holder | $480 | $4,433-89.2% | $6,673-92.8% | $7,775-93.8% |