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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 | $57,489 | $58,258-1.3% | $81,820-29.7% | $80,925-29.0% |
| Participation rate | 12.5% | 63.5%-51.0pp | 72.4%-59.9pp | 67.7%-55.2pp |
| Annual return | 3.85% | 41.76%-37.9pp | 777.93%-774.1pp | 35.65%-31.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $757 | $3,284-77.0% | $4,323-82.5% | $4,299-82.4% |
| Admin fee / account holder | $936 | $4,976-81.2% | $7,391-87.3% | $6,940-86.5% |