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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 | $81,295 | $45,152+80.0% | $73,836+10.1% | $59,633+36.3% |
| Participation rate | 40.5% | 64.0%-23.5pp | 73.4%-33.0pp | 68.7%-28.2pp |
| Annual return | -3.07% | 27.40%-30.5pp | 2268.06%-2271.1pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,522 | $2,573-40.8% | $3,583-57.5% | $3,192-52.3% |
| Admin fee / account holder | $711 | $3,515-79.8% | $4,882-85.4% | $4,297-83.5% |