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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 | $18,637 | $55,437-66.4% | $155,534-88.0% | $74,459-75.0% |
| Participation rate | 33.2% | 61.9%-28.7pp | 78.2%-45.1pp | 67.2%-34.1pp |
| Annual return | 9.25% | 269.58%-260.3pp | 64.92%-55.7pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $161 | $2,266-92.9% | $4,675-96.6% | $2,626-93.9% |
| Participant deferral / active EE | $1,124 | $2,837-60.4% | $5,630-80.0% | $4,350-74.2% |
| Admin fee / account holder | $639 | $1,742-63.3% | $15,900-96.0% | $1,945-67.1% |