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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 | $68,742 | $180,466-61.9% | $154,114-55.4% | $135,382-49.2% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -9.69% | 888.15%-897.8pp | 735.16%-744.9pp | 519.77%-529.5pp |
| Employer contribution / active EE | $961 | $6,035-84.1% | $5,298-81.9% | $4,779-79.9% |
| Participant deferral / active EE | $2,595 | $5,806-55.3% | $5,081-48.9% | $5,609-53.7% |
| Admin fee / account holder | $438 | $16,144-97.3% | $13,411-96.7% | $10,829-96.0% |