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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 | $62,570 | $82,314-24.0% | $68,808-9.1% | $134,532-53.5% |
| Participation rate | 34.8% | 75.1%-40.3pp | 69.0%-34.2pp | 81.2%-46.4pp |
| Annual return | -22.20% | -2.18%-20.0pp | -6.37%-15.8pp | 418.27%-440.5pp |
| Employer contribution / active EE | $225 | $3,301-93.2% | $2,656-91.5% | $4,741-95.2% |
| Participant deferral / active EE | $2,136 | $4,740-54.9% | $3,942-45.8% | $6,401-66.6% |
| Admin fee / account holder | $1,030 | $6,484-84.1% | $4,936-79.1% | $11,429-91.0% |