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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 | $56,116-40.4% | $135,768-75.3% | $86,983-61.5% |
| Participation rate | 39.5% | 60.1%-20.7pp | 71.1%-31.6pp | 69.5%-30.1pp |
| Annual return | 11.45% | 125.33%-113.9pp | 526.10%-514.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $20 | $1,528-98.7% | $3,394-99.4% | $2,584-99.2% |
| Participant deferral / active EE | $1,891 | $2,690-29.7% | $3,977-52.5% | $4,194-54.9% |
| Admin fee / account holder | $480 | $4,314-88.9% | $7,048-93.2% | $7,856-93.9% |