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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 | $149,750 | $138,102+8.4% | $125,381+19.4% | $134,532+11.3% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -22.68% | 750.73%-773.4pp | 572.31%-595.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $946 | $5,245-82.0% | $4,815-80.4% | $4,741-80.0% |
| Participant deferral / active EE | $8,385 | $7,801+7.5% | $7,448+12.6% | $6,401+31.0% |
| Admin fee / account holder | $2,063 | $11,568-82.2% | $10,007-79.4% | $11,429-81.9% |