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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 | $24,434 | $75,832-67.8% | $147,617-83.4% | $59,633-59.0% |
| Participation rate | 21.4% | 71.6%-50.1pp | 84.6%-63.2pp | 68.7%-47.2pp |
| Annual return | -3.49% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,072 | $3,131-65.8% | $4,895-78.1% | $3,192-66.4% |
| Admin fee / account holder | $982 | $5,986-83.6% | $11,612-91.5% | $4,297-77.2% |