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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 | $28,677 | $30,421-5.7% | $56,077-48.9% | $74,429-61.5% |
| Participation rate | 1.9% | 32.9%-30.9pp | 52.5%-50.6pp | 67.2%-65.3pp |
| Annual return | -2250.98% | 24.94%-2275.9pp | 1709.28%-3960.3pp | 1368.38%-3619.4pp |
| Employer contribution / active EE | $92 | $610-84.8% | $1,040-91.1% | $2,625-96.5% |
| Participant deferral / active EE | $791 | $1,175-32.7% | $1,954-59.5% | $4,348-81.8% |
| Admin fee / account holder | $9,675 | $2,363+309.3% | $2,825+242.5% | $1,944+397.6% |