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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 | $81,357 | $48,570+67.5% | $130,660-37.7% | $72,975+11.5% |
| Participation rate | 11.1% | 58.6%-47.5pp | 71.7%-60.6pp | 69.5%-58.4pp |
| Annual return | -0.16% | 38.63%-38.8pp | 1709.29%-1709.5pp | 81.01%-81.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,138 | $2,384-52.3% | $3,603-68.4% | $3,608-68.5% |
| Admin fee / account holder | $2,809 | $3,549-20.9% | $5,463-48.6% | $5,124-45.2% |