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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 | $171,209 | $99,668+71.8% | $86,451+98.0% | $134,545+27.3% |
| Participation rate | 37.5% | 82.1%-44.6pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -27.60% | 6789.61%-6817.2pp | 4398.51%-4426.1pp | 418.37%-446.0pp |
| Employer contribution / active EE | $232 | $4,403-94.7% | $3,770-93.8% | $4,742-95.1% |
| Participant deferral / active EE | $3,718 | $7,249-48.7% | $6,953-46.5% | $6,401-41.9% |
| Admin fee / account holder | $511 | $8,377-93.9% | $6,734-92.4% | $11,431-95.5% |