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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 | $26,493 | $56,200-52.9% | $67,653-60.8% | $59,633-55.6% |
| Participation rate | 27.5% | 71.5%-44.0pp | 75.7%-48.2pp | 68.7%-41.2pp |
| Annual return | -2.75% | 18506.71%-18509.5pp | 6625.22%-6628.0pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $205 | $1,615-87.3% | $2,266-90.9% | $2,203-90.7% |
| Participant deferral / active EE | $1,457 | $2,843-48.7% | $3,560-59.1% | $3,192-54.3% |
| Admin fee / account holder | $1,205 | $3,959-69.6% | $4,821-75.0% | $4,297-72.0% |