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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 | $58,621 | $115,814-49.4% | $101,275-42.1% | $158,982-63.1% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | -9.91% | 56.16%-66.1pp | 46.48%-56.4pp | 302.99%-312.9pp |
| Employer contribution / active EE | $387 | $4,176-90.7% | $3,660-89.4% | $4,763-91.9% |
| Participant deferral / active EE | $2,013 | $4,958-59.4% | $4,371-53.9% | $5,983-66.4% |
| Admin fee / account holder | $1,101 | $7,249-84.8% | $5,948-81.5% | $11,252-90.2% |