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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 | $17,648 | $114,119-84.5% | $107,187-83.5% | $138,895-87.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | -1.45% | 273.21%-274.7pp | 204.55%-206.0pp | 145.39%-146.8pp |
| Employer contribution / active EE | $133 | $4,059-96.7% | $3,782-96.5% | $4,194-96.8% |
| Participant deferral / active EE | $5,409 | $5,538-2.3% | $5,096+6.1% | $6,396-15.4% |
| Admin fee / account holder | $1,952 | $10,024-80.5% | $9,162-78.7% | $12,562-84.5% |