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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 | $45,797 | $114,093-59.9% | $96,171-52.4% | $167,536-72.7% |
| Participation rate | 52.6% | 75.1%-22.4pp | 68.4%-15.8pp | 82.1%-29.5pp |
| Annual return | 7.88% | 190.00%-182.1pp | 192.04%-184.2pp | 478.82%-470.9pp |
| Employer contribution / active EE | $130 | $3,429-96.2% | $2,799-95.4% | $4,839-97.3% |
| Participant deferral / active EE | $1,446 | $5,197-72.2% | $4,350-66.7% | $6,342-77.2% |
| Admin fee / account holder | $689 | $6,899-90.0% | $5,538-87.6% | $12,315-94.4% |