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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 | $49,652 | $131,835-62.3% | $108,582-54.3% | $273,972-81.9% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.6%-51.0pp | 83.0%-54.4pp |
| Annual return | 1.14% | -91.57%+92.7pp | -51.70%+52.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $778 | $4,913-84.2% | $3,758-79.3% | $4,869-84.0% |
| Participant deferral / active EE | $2,657 | $5,127-48.2% | $4,311-38.4% | $5,287-49.8% |
| Admin fee / account holder | $4,651 | $10,253-54.6% | $7,645-39.2% | $10,133-54.1% |