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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 | $16,099 | $110,379-85.4% | $102,412-84.3% | $145,884-89.0% |
| Participation rate | 21.7% | 77.9%-56.2pp | 74.5%-52.8pp | 80.3%-58.6pp |
| Annual return | -1.60% | 24.84%-26.4pp | 24.94%-26.5pp | 551.85%-553.5pp |
| Employer contribution / active EE | $546 | $4,216-87.1% | $3,870-85.9% | $4,662-88.3% |
| Participant deferral / active EE | $1,931 | $5,622-65.7% | $5,060-61.8% | $6,690-71.1% |
| Admin fee / account holder | $1,196 | $9,745-87.7% | $8,388-85.7% | $13,392-91.1% |