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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 | $29,623 | $109,967-73.1% | $97,197-69.5% | $145,877-79.7% |
| Participation rate | 29.2% | 76.0%-46.8pp | 72.7%-43.5pp | 80.3%-51.1pp |
| Annual return | 4.16% | 244.27%-240.1pp | 75.47%-71.3pp | 551.28%-547.1pp |
| Employer contribution / active EE | $64 | $3,077-97.9% | $2,723-97.7% | $4,663-98.6% |
| Participant deferral / active EE | $2,755 | $4,676-41.1% | $4,263-35.4% | $6,691-58.8% |
| Admin fee / account holder | $326 | $6,199-94.7% | $5,637-94.2% | $13,402-97.6% |