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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 | $14,565 | $100,911-85.6% | $90,440-83.9% | $158,966-90.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -19.29% | 1726.62%-1745.9pp | 1294.38%-1313.7pp | 302.95%-322.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,833 | $4,348-34.8% | $3,964-28.5% | $5,983-52.6% |
| Admin fee / account holder | $4,225 | $6,507-35.1% | $5,615-24.8% | $11,250-62.4% |