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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 | $44,574 | $138,076-67.7% | $123,553-63.9% | $135,380-67.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -11.39% | 153.70%-165.1pp | 119.21%-130.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $845 | $5,152-83.6% | $4,628-81.8% | $4,779-82.3% |
| Participant deferral / active EE | $5,504 | $6,800-19.1% | $6,426-14.4% | $5,609-1.9% |
| Admin fee / account holder | $2,778 | $10,917-74.6% | $9,284-70.1% | $10,828-74.3% |