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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 | $42,471 | $97,729-56.5% | $83,830-49.3% | $135,379-68.6% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -15.25% | 1287.52%-1302.8pp | 850.97%-866.2pp | 519.79%-535.0pp |
| Employer contribution / active EE | $276 | $4,222-93.5% | $3,631-92.4% | $4,779-94.2% |
| Participant deferral / active EE | $3,116 | $4,683-33.5% | $4,082-23.7% | $5,609-44.5% |
| Admin fee / account holder | $1,133 | $6,674-83.0% | $5,479-79.3% | $10,828-89.5% |