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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 | $15,486 | $27,924-44.5% | $58,544-73.5% | $75,181-79.4% |
| Participation rate | 10.8% | 38.8%-28.1pp | 50.9%-40.1pp | 67.2%-56.4pp |
| Annual return | 11.75% | 44.20%-32.5pp | 4249.56%-4237.8pp | 160.69%-148.9pp |
| Employer contribution / active EE | $24 | $669-96.5% | $1,053-97.8% | $2,671-99.1% |
| Participant deferral / active EE | $237 | $1,202-80.3% | $1,923-87.7% | $4,126-94.3% |
| Admin fee / account holder | $822 | $1,726-52.4% | $2,520-67.4% | $5,650-85.4% |