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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 | $14,486 | $65,440-77.9% | $98,506-85.3% | $85,851-83.1% |
| Participation rate | 59.5% | 65.0%-5.6pp | 73.3%-13.9pp | 69.3%-9.9pp |
| Annual return | 11.71% | 21.75%-10.0pp | 1494.92%-1483.2pp | 318.63%-306.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,319 | $3,168-58.4% | $4,277-69.2% | $3,952-66.6% |
| Admin fee / account holder | $2,096 | $4,596-54.4% | $5,955-64.8% | $6,261-66.5% |