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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 | $13,779 | $49,177-72.0% | $79,467-82.7% | $64,173-78.5% |
| Participation rate | 34.1% | 65.0%-30.9pp | 73.3%-39.2pp | 69.6%-35.4pp |
| Annual return | -9.10% | -1.16%-7.9pp | 718.30%-727.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $938 | $2,821-66.7% | $3,704-74.7% | $3,470-73.0% |
| Admin fee / account holder | $600 | $3,839-84.4% | $5,104-88.3% | $4,887-87.7% |