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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 | $129,120 | $167,353-22.8% | $143,797-10.2% | $134,545-4.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -22.44% | 0.48%-22.9pp | -0.04%-22.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,143 | $5,620-79.7% | $4,952-76.9% | $4,742-75.9% |
| Participant deferral / active EE | $5,786 | $6,447-10.3% | $5,638+2.6% | $6,401-9.6% |
| Admin fee / account holder | $429 | $18,096-97.6% | $14,679-97.1% | $11,431-96.2% |