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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 | $48,818 | $81,668-40.2% | $58,507-16.6% | $139,487-65.0% |
| Participation rate | 53.8% | 61.3%-7.5pp | 50.9%+3.0pp | 80.3%-26.5pp |
| Annual return | -1.40% | 7430.07%-7431.5pp | 4252.32%-4253.7pp | 373.84%-375.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $871 | $2,554-65.9% | $1,922-54.7% | $6,713-87.0% |
| Admin fee / account holder | $3,503 | $3,212+9.1% | $2,486+40.9% | $11,407-69.3% |