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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 | $146,657 | $190,879-23.2% | $160,009-8.3% | $134,532+9.0% |
| Participation rate | 9.1% | 82.0%-72.9pp | 78.0%-68.9pp | 81.2%-72.1pp |
| Annual return | -58.67% | 552.63%-611.3pp | 408.85%-467.5pp | 418.27%-476.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,864 | $6,924-73.1% | $6,183-69.9% | $6,401-70.9% |
| Admin fee / account holder | $342 | $10,495-96.7% | $8,715-96.1% | $11,429-97.0% |