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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 | $37,442 | $160,059-76.6% | $140,019-73.3% | $135,380-72.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -13.43% | 911.48%-924.9pp | 651.17%-664.6pp | 519.81%-533.2pp |
| Employer contribution / active EE | $280 | $6,420-95.6% | $5,605-95.0% | $4,779-94.1% |
| Participant deferral / active EE | $10,080 | $7,641+31.9% | $6,927+45.5% | $5,609+79.7% |
| Admin fee / account holder | $591 | $13,328-95.6% | $10,705-94.5% | $10,828-94.5% |