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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 | $62,639 | $100,805-37.9% | $86,698-27.8% | $134,532-53.4% |
| Participation rate | 36.4% | 79.0%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -26.33% | 29.09%-55.4pp | 35.95%-62.3pp | 418.27%-444.6pp |
| Employer contribution / active EE | $207 | $3,490-94.1% | $2,837-92.7% | $4,741-95.6% |
| Participant deferral / active EE | $2,174 | $5,339-59.3% | $4,656-53.3% | $6,401-66.0% |
| Admin fee / account holder | $993 | $10,925-90.9% | $7,493-86.8% | $11,429-91.3% |