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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 | $102,534 | $167,353-38.7% | $143,797-28.7% | $134,545-23.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -21.19% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,122 | $5,620-80.0% | $4,952-77.3% | $4,742-76.3% |
| Participant deferral / active EE | $3,423 | $6,447-46.9% | $5,638-39.3% | $6,401-46.5% |
| Admin fee / account holder | $774 | $18,096-95.7% | $14,679-94.7% | $11,431-93.2% |