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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 | $58,487 | $153,769-62.0% | $133,975-56.3% | $273,972-78.7% |
| Participation rate | 34.8% | 88.4%-53.6pp | 87.1%-52.3pp | 83.0%-48.2pp |
| Annual return | -99.23% | 36.51%-135.7pp | 29.29%-128.5pp | 41.46%-140.7pp |
| Employer contribution / active EE | $1 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $25,428 | $6,958+265.4% | $6,282+304.8% | $5,287+380.9% |
| Admin fee / account holder | $721 | $11,765-93.9% | $9,324-92.3% | $10,133-92.9% |