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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 | $29,920 | $180,459-83.4% | $154,108-80.6% | $135,380-77.9% |
| Participation rate | 30.4% | 87.4%-57.0pp | 83.0%-52.6pp | 82.6%-52.2pp |
| Annual return | -10.63% | 888.21%-898.8pp | 735.21%-745.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $430 | $6,035-92.9% | $5,298-91.9% | $4,779-91.0% |
| Participant deferral / active EE | $3,698 | $5,806-36.3% | $5,081-27.2% | $5,609-34.1% |
| Admin fee / account holder | $627 | $16,145-96.1% | $13,411-95.3% | $10,828-94.2% |