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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 | $15,194 | $180,749-91.6% | $160,784-90.6% | $137,256-88.9% |
| Participation rate | 31.3% | 80.0%-48.7pp | 77.0%-45.7pp | 80.0%-48.7pp |
| Annual return | -7.06% | 2234.46%-2241.5pp | 1803.92%-1811.0pp | 220.34%-227.4pp |
| Employer contribution / active EE | $211 | $4,155-94.9% | $3,733-94.3% | $4,156-94.9% |
| Participant deferral / active EE | $2,159 | $6,844-68.5% | $6,293-65.7% | $6,407-66.3% |
| Admin fee / account holder | $2,584 | $10,397-75.2% | $9,717-73.4% | $12,270-78.9% |