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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 | $29,856 | $138,114-78.4% | $125,391-76.2% | $134,545-77.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -24.67% | 750.88%-775.6pp | 572.41%-597.1pp | 418.37%-443.0pp |
| Employer contribution / active EE | $183 | $5,246-96.5% | $4,816-96.2% | $4,742-96.1% |
| Participant deferral / active EE | $6,541 | $7,801-16.2% | $7,448-12.2% | $6,401+2.2% |
| Admin fee / account holder | $1,993 | $11,570-82.8% | $10,009-80.1% | $11,431-82.6% |