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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 | $24,983 | $68,097-63.3% | $62,929-60.3% | $137,256-81.8% |
| Participation rate | 68.8% | 77.4%-8.7pp | 73.1%-4.4pp | 80.0%-11.2pp |
| Annual return | 10.59% | 1859.11%-1848.5pp | 1063.93%-1053.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,243 | $4,553-72.7% | $3,888-68.0% | $6,407-80.6% |
| Admin fee / account holder | $2,798 | $6,521-57.1% | $5,065-44.8% | $12,270-77.2% |