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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 | $45,899 | $138,114-66.8% | $125,391-63.4% | $134,545-65.9% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -23.45% | 750.88%-774.3pp | 572.41%-595.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $842 | $5,246-83.9% | $4,816-82.5% | $4,742-82.2% |
| Participant deferral / active EE | $3,807 | $7,801-51.2% | $7,448-48.9% | $6,401-40.5% |
| Admin fee / account holder | $566 | $11,570-95.1% | $10,009-94.3% | $11,431-95.0% |