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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 | $12,840 | $29,733-56.8% | $56,025-77.1% | $80,959-84.1% |
| Participation rate | 6.5% | 41.7%-35.3pp | 52.5%-46.1pp | 67.7%-61.2pp |
| Annual return | -10.24% | 35.28%-45.5pp | 1712.69%-1722.9pp | 35.67%-45.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $383 | $1,229-68.9% | $1,955-80.4% | $4,300-91.1% |
| Admin fee / account holder | $2,257 | $2,434-7.3% | $2,828-20.2% | $6,925-67.4% |