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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 | $36,277 | $34,932+3.9% | $56,441-35.7% | $74,546-51.3% |
| Participation rate | 10.1% | 32.9%-22.8pp | 52.5%-42.4pp | 67.2%-57.2pp |
| Annual return | 8.47% | 24.90%-16.4pp | 1704.21%-1695.7pp | 1366.03%-1357.6pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $659 | $1,173-43.8% | $1,953-66.2% | $4,347-84.8% |
| Admin fee / account holder | $1,140 | $2,359-51.7% | $2,829-59.7% | $1,944-41.3% |