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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 | $54,989 | $135,639-59.5% | $110,241-50.1% | $135,382-59.4% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -9.19% | 513.21%-522.4pp | 314.75%-323.9pp | 519.77%-529.0pp |
| Employer contribution / active EE | $771 | $4,907-84.3% | $3,827-79.9% | $4,779-83.9% |
| Participant deferral / active EE | $4,267 | $5,507-22.5% | $4,672-8.7% | $5,609-23.9% |
| Admin fee / account holder | $615 | $11,457-94.6% | $8,548-92.8% | $10,829-94.3% |