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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 | $13,055 | $111,878-88.3% | $93,727-86.1% | $145,897-91.1% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 2.19% | 204.28%-202.1pp | 133.83%-131.6pp | 552.29%-550.1pp |
| Employer contribution / active EE | $349 | $3,092-88.7% | $2,421-85.6% | $4,663-92.5% |
| Participant deferral / active EE | $1,876 | $4,920-61.9% | $4,417-57.5% | $6,689-72.0% |
| Admin fee / account holder | $3,783 | $10,256-63.1% | $8,292-54.4% | $13,390-71.7% |