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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 | $36,790 | $138,075-73.4% | $123,552-70.2% | $135,379-72.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -20.49% | 153.70%-174.2pp | 119.20%-139.7pp | 519.79%-540.3pp |
| Employer contribution / active EE | $644 | $5,152-87.5% | $4,628-86.1% | $4,779-86.5% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $467 | $10,917-95.7% | $9,285-95.0% | $10,828-95.7% |