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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 | $49,562 | $79,209-37.4% | $102,434-51.6% | $74,459-33.4% |
| Participation rate | 30.8% | 74.8%-43.9pp | 76.5%-45.7pp | 67.2%-36.4pp |
| Annual return | 10.33% | 54.98%-44.7pp | 29.46%-19.1pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $230 | $2,362-90.3% | $3,023-92.4% | $2,626-91.3% |
| Participant deferral / active EE | $2,738 | $4,417-38.0% | $5,055-45.8% | $4,350-37.1% |
| Admin fee / account holder | $5,204 | $2,002+160.0% | $9,462-45.0% | $1,945+167.6% |