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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 | $17,545 | $160,028-89.0% | $147,080-88.1% | $145,884-88.0% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | -59.02% | 98.60%-157.6pp | 420.17%-479.2pp | 551.85%-610.9pp |
| Employer contribution / active EE | $205 | $5,286-96.1% | $4,933-95.9% | $4,662-95.6% |
| Participant deferral / active EE | $4,185 | $8,422-50.3% | $8,066-48.1% | $6,690-37.4% |
| Admin fee / account holder | $2,839 | $15,030-81.1% | $12,989-78.1% | $13,392-78.8% |