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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 | $28,816 | $135,956-78.8% | $123,894-76.7% | $273,972-89.5% |
| Participation rate | 41.2% | 84.1%-42.9pp | 81.4%-40.2pp | 83.0%-41.8pp |
| Annual return | -1.14% | 56.63%-57.8pp | 47.52%-48.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $389 | $5,170-92.5% | $4,617-91.6% | $4,869-92.0% |
| Participant deferral / active EE | $2,104 | $6,343-66.8% | $5,984-64.8% | $5,287-60.2% |
| Admin fee / account holder | $1,182 | $9,817-88.0% | $8,357-85.9% | $10,133-88.3% |