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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 | $27,478 | $175,259-84.3% | $149,723-81.6% | $139,487-80.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -2.99% | 166.82%-169.8pp | 134.50%-137.5pp | 373.84%-376.8pp |
| Employer contribution / active EE | $344 | $5,478-93.7% | $4,821-92.9% | $4,755-92.8% |
| Participant deferral / active EE | $4,705 | $6,522-27.9% | $5,682-17.2% | $6,713-29.9% |
| Admin fee / account holder | $444 | $16,158-97.2% | $13,215-96.6% | $11,407-96.1% |