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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 | $59,379 | $106,923-44.5% | $84,023-29.3% | $152,909-61.2% |
| Participation rate | 63.6% | 75.3%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | -1.22% | 105.02%-106.2pp | 71.32%-72.5pp | 345.46%-346.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,605 | $4,013-10.2% | $3,239+11.3% | $5,851-38.4% |
| Admin fee / account holder | $846 | $8,289-89.8% | $6,102-86.1% | $11,601-92.7% |