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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 | $37,501 | $75,832-50.5% | $147,617-74.6% | $59,633-37.1% |
| Participation rate | 29.6% | 71.6%-41.9pp | 84.6%-55.0pp | 68.7%-39.0pp |
| Annual return | -2.73% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $15 | $3,485-99.6% | $5,564-99.7% | $2,203-99.3% |
| Participant deferral / active EE | $2,022 | $3,131-35.4% | $4,895-58.7% | $3,192-36.6% |
| Admin fee / account holder | $314 | $5,986-94.8% | $11,612-97.3% | $4,297-92.7% |