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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 | $19,187 | $97,729-80.4% | $83,830-77.1% | $135,379-85.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.90% | 1287.52%-1297.4pp | 850.97%-860.9pp | 519.79%-529.7pp |
| Employer contribution / active EE | $549 | $4,222-87.0% | $3,631-84.9% | $4,779-88.5% |
| Participant deferral / active EE | $2,126 | $4,683-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $4,209 | $6,674-36.9% | $5,479-23.2% | $10,828-61.1% |