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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 | $32,291 | $176,105-81.7% | $159,474-79.8% | $167,536-80.7% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | -31.66% | 331.91%-363.6pp | 263.68%-295.3pp | 478.82%-510.5pp |
| Employer contribution / active EE | $99 | $5,299-98.1% | $4,831-97.9% | $4,839-97.9% |
| Participant deferral / active EE | $5,094 | $7,751-34.3% | $7,353-30.7% | $6,342-19.7% |
| Admin fee / account holder | $10,620 | $12,559-15.4% | $10,802-1.7% | $12,315-13.8% |