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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 | $29,982 | $135,956-77.9% | $123,894-75.8% | $273,972-89.1% |
| Participation rate | 15.0% | 84.1%-69.1pp | 81.4%-66.4pp | 83.0%-68.0pp |
| Annual return | -15.39% | 56.63%-72.0pp | 47.52%-62.9pp | 41.46%-56.8pp |
| Employer contribution / active EE | $628 | $5,170-87.8% | $4,617-86.4% | $4,869-87.1% |
| Participant deferral / active EE | $2,300 | $6,343-63.7% | $5,984-61.6% | $5,287-56.5% |
| Admin fee / account holder | $5,637 | $9,817-42.6% | $8,357-32.5% | $10,133-44.4% |