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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 | $16,218 | $138,114-88.3% | $125,391-87.1% | $134,545-87.9% |
| Participation rate | 17.6% | 84.5%-66.9pp | 82.4%-64.7pp | 81.2%-63.6pp |
| Annual return | -26.64% | 750.88%-777.5pp | 572.41%-599.1pp | 418.37%-445.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,783 | $7,801-64.3% | $7,448-62.6% | $6,401-56.5% |
| Admin fee / account holder | $880 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |