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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 | $92,643 | $152,597-39.3% | $117,533-21.2% | $134,532-31.1% |
| Participation rate | 41.7% | 77.1%-35.4pp | 70.6%-28.9pp | 81.2%-39.6pp |
| Annual return | -20.94% | 53.04%-74.0pp | 29.77%-50.7pp | 418.27%-439.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $903 | $4,821-81.3% | $4,072-77.8% | $6,401-85.9% |
| Admin fee / account holder | $1,684 | $7,007-76.0% | $5,647-70.2% | $11,429-85.3% |