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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 | $54,185 | $138,078-60.8% | $125,363-56.8% | $134,509-59.7% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.0pp |
| Annual return | -22.61% | 750.49%-773.1pp | 572.15%-594.8pp | 418.13%-440.7pp |
| Employer contribution / active EE | $437 | $5,245-91.7% | $4,815-90.9% | $4,741-90.8% |
| Participant deferral / active EE | $3,166 | $7,800-59.4% | $7,447-57.5% | $6,400-50.5% |
| Admin fee / account holder | $20,725 | $11,566+79.2% | $10,005+107.1% | $11,427+81.4% |