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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 | $23,709 | $75,935-68.8% | $60,547-60.8% | $125,389-81.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 68.0%-68.0pp | 83.2%-83.2pp |
| Annual return | -3.89% | -5.38%+1.5pp | 335.64%-339.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,649 | $4,506+25.3% | $3,328+69.7% | $5,352+5.5% |
| Admin fee / account holder | $620 | $6,768-90.8% | $4,536-86.3% | $9,541-93.5% |