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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 | $70,246 | $102,632-31.6% | $81,988-14.3% | $158,950-55.8% |
| Participation rate | 30.4% | 75.5%-45.1pp | 69.3%-38.8pp | 82.0%-51.5pp |
| Annual return | 1.42% | 61.05%-59.6pp | 41.31%-39.9pp | 302.91%-301.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,373 | $4,649-49.0% | $3,722-36.3% | $5,983-60.3% |
| Admin fee / account holder | $4,467 | $8,237-45.8% | $5,665-21.1% | $11,248-60.3% |