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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 | $8,622 | $27,639-68.8% | $61,501-86.0% | $68,490-87.4% |
| Participation rate | 24.5% | 39.5%-15.0pp | 52.6%-28.1pp | 67.9%-43.4pp |
| Annual return | -24.21% | -13.19%-11.0pp | 339.04%-363.3pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,505 | $1,264+19.1% | $2,125-29.2% | $4,028-62.6% |
| Admin fee / account holder | $317 | $2,012-84.3% | $2,132-85.1% | $5,403-94.1% |