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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 | $30,753 | $60,139-48.9% | $90,461-66.0% | $79,856-61.5% |
| Participation rate | 64.0% | 65.0%-1.0pp | 72.7%-8.7pp | 69.6%-5.6pp |
| Annual return | 8.24% | 71.96%-63.7pp | 1294.76%-1286.5pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,142 | $2,939-61.1% | $3,964-71.2% | $3,741-69.5% |
| Admin fee / account holder | $22,056 | $3,978+454.4% | $5,617+292.7% | $5,306+315.6% |