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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 | $54,841 | $180,459-69.6% | $154,108-64.4% | $135,380-59.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -8.86% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,006 | $6,035-83.3% | $5,298-81.0% | $4,779-79.0% |
| Participant deferral / active EE | $4,840 | $5,806-16.6% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $747 | $16,145-95.4% | $13,411-94.4% | $10,828-93.1% |