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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 | $4,715 | $102,938-95.4% | $94,105-95.0% | $138,895-96.6% |
| Participation rate | 61.1% | 74.6%-13.5pp | 71.9%-10.8pp | 79.9%-18.8pp |
| Annual return | -33.19% | 250.28%-283.5pp | 204.55%-237.7pp | 145.39%-178.6pp |
| Employer contribution / active EE | $21 | $2,732-99.2% | $2,504-99.1% | $4,194-99.5% |
| Participant deferral / active EE | $1,628 | $4,196-61.2% | $3,881-58.0% | $6,396-74.5% |
| Admin fee / account holder | $1,915 | $6,600-71.0% | $6,199-69.1% | $12,562-84.8% |