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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 | $96,190 | $209,425-54.1% | $178,499-46.1% | $158,966-39.5% |
| Participation rate | 36.8% | 86.4%-49.5pp | 81.9%-45.1pp | 82.0%-45.1pp |
| Annual return | -14.65% | 188.80%-203.4pp | 151.10%-165.8pp | 302.95%-317.6pp |
| Employer contribution / active EE | $1,021 | $5,707-82.1% | $5,011-79.6% | $4,762-78.6% |
| Participant deferral / active EE | $2,183 | $5,955-63.3% | $5,202-58.0% | $5,983-63.5% |
| Admin fee / account holder | $872 | $17,078-94.9% | $13,986-93.8% | $11,250-92.2% |