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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 | $52,750 | $160,059-67.0% | $140,019-62.3% | $135,380-61.0% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.5%-50.0pp | 82.6%-45.1pp |
| Annual return | -9.52% | 911.48%-921.0pp | 651.17%-660.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,143 | $7,641+45.8% | $6,927+60.9% | $5,609+98.7% |
| Admin fee / account holder | $3,245 | $13,328-75.7% | $10,705-69.7% | $10,828-70.0% |