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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 | $93,291 | $180,466-48.3% | $154,114-39.5% | $135,382-31.1% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -9.27% | 888.15%-897.4pp | 735.16%-744.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $711 | $6,035-88.2% | $5,298-86.6% | $4,779-85.1% |
| Participant deferral / active EE | $2,742 | $5,806-52.8% | $5,081-46.0% | $5,609-51.1% |
| Admin fee / account holder | $10,966 | $16,144-32.1% | $13,411-18.2% | $10,829+1.3% |