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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 | $16,431 | $93,117-82.4% | $77,096-78.7% | $134,532-87.8% |
| Participation rate | 38.1% | 74.5%-36.4pp | 67.9%-29.8pp | 81.2%-43.1pp |
| Annual return | -37.38% | 62.67%-100.0pp | 42.35%-79.7pp | 418.27%-455.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,947 | $5,241+51.6% | $4,429+79.4% | $6,401+24.2% |
| Admin fee / account holder | $1,771 | $6,948-74.5% | $5,428-67.4% | $11,429-84.5% |