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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 | $61,691 | $88,778-30.5% | $81,844-24.6% | $145,884-57.7% |
| Participation rate | 47.1% | 75.1%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 8.07% | 1033.03%-1025.0pp | 778.87%-770.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $3 | $3,087-99.9% | $2,916-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $2,145 | $4,648-53.8% | $4,323-50.4% | $6,690-67.9% |
| Admin fee / account holder | $2,480 | $8,430-70.6% | $7,355-66.3% | $13,392-81.5% |