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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 | $82,606 | $111,785-26.1% | $93,669-11.8% | $145,877-43.4% |
| Participation rate | 7.1% | 74.2%-67.1pp | 68.7%-61.6pp | 80.3%-73.2pp |
| Annual return | -4.05% | 203.79%-207.8pp | 133.59%-137.6pp | 551.28%-555.3pp |
| Employer contribution / active EE | $483 | $3,096-84.4% | $2,424-80.1% | $4,663-89.6% |
| Participant deferral / active EE | $2,436 | $4,919-50.5% | $4,416-44.8% | $6,691-63.6% |
| Admin fee / account holder | $6,123 | $10,256-40.3% | $8,291-26.2% | $13,402-54.3% |