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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 | $67,348 | $142,409-52.7% | $119,634-43.7% | $134,545-49.9% |
| Participation rate | 41.7% | 82.8%-41.2pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -20.10% | -12.46%-7.6pp | -14.98%-5.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $933 | $5,224-82.1% | $4,232-77.9% | $4,742-80.3% |
| Participant deferral / active EE | $2,428 | $6,468-62.5% | $5,601-56.7% | $6,401-62.1% |
| Admin fee / account holder | $3,403 | $13,594-75.0% | $10,329-67.1% | $11,431-70.2% |