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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 | $22,232 | $190,862-88.4% | $159,991-86.1% | $134,509-83.5% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -25.37% | 552.59%-578.0pp | 408.82%-434.2pp | 418.13%-443.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,304 | $6,924+63.3% | $6,183+82.8% | $6,400+76.6% |
| Admin fee / account holder | $2,539 | $10,495-75.8% | $8,715-70.9% | $11,427-77.8% |