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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 | $52,353-36.1% | $120,225-72.2% | $82,448-59.4% |
| Participation rate | 39.5% | 58.3%-18.8pp | 69.6%-30.1pp | 68.1%-28.6pp |
| Annual return | 11.45% | 61.85%-50.4pp | 439.23%-427.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $20 | $1,510-98.7% | $3,475-99.4% | $2,551-99.2% |
| Participant deferral / active EE | $1,891 | $2,627-28.0% | $3,999-52.7% | $4,139-54.3% |
| Admin fee / account holder | $480 | $4,363-89.0% | $5,696-91.6% | $7,234-93.4% |