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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 | $33,042 | $78,694-58.0% | $67,653-51.2% | $125,388-73.6% |
| Participation rate | 47.6% | 78.8%-31.2pp | 75.7%-28.0pp | 83.2%-35.6pp |
| Annual return | -6.81% | 9.46%-16.3pp | 6625.22%-6632.0pp | 282.24%-289.1pp |
| Employer contribution / active EE | $315 | $3,044-89.6% | $2,266-86.1% | $4,866-93.5% |
| Participant deferral / active EE | $1,585 | $4,292-63.1% | $3,560-55.5% | $5,352-70.4% |
| Admin fee / account holder | $440 | $7,403-94.1% | $4,821-90.9% | $9,541-95.4% |