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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 | $15,846 | $75,832-79.1% | $147,618-89.3% | $59,633-73.4% |
| Participation rate | 20.0% | 71.6%-51.6pp | 84.6%-64.6pp | 68.7%-48.7pp |
| Annual return | -4.14% | 0.37%-4.5pp | 61.98%-66.1pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $864 | $3,131-72.4% | $4,895-82.3% | $3,192-72.9% |
| Admin fee / account holder | $778 | $5,986-87.0% | $11,612-93.3% | $4,297-81.9% |