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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 | $72,354 | $185,312-61.0% | $161,489-55.2% | $154,746-53.2% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | -2.44% | 103.84%-106.3pp | 89.72%-92.2pp | 172.34%-174.8pp |
| Employer contribution / active EE | $565 | $4,769-88.2% | $4,268-86.8% | $4,379-87.1% |
| Participant deferral / active EE | $5,485 | $6,350-13.6% | $5,630-2.6% | $6,730-18.5% |
| Admin fee / account holder | $761 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |