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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 | $30,185 | $180,462-83.3% | $154,111-80.4% | $135,379-77.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.12% | 888.17%-900.3pp | 735.18%-747.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,132 | $6,036-81.2% | $5,298-78.6% | $4,779-76.3% |
| Participant deferral / active EE | $4,923 | $5,806-15.2% | $5,081-3.1% | $5,609-12.2% |
| Admin fee / account holder | $1,842 | $16,145-88.6% | $13,411-86.3% | $10,828-83.0% |