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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 | $25,682 | $105,866-75.7% | $90,766-71.7% | $134,545-80.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -21.85% | -10.99%-10.9pp | -12.16%-9.7pp | 418.37%-440.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,652 | $5,217-68.3% | $4,565-63.8% | $6,401-74.2% |
| Admin fee / account holder | $8,201 | $13,938-41.2% | $8,446-2.9% | $11,431-28.3% |