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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 | $34,078 | $82,678-58.8% | $125,391-72.8% | $68,490-50.2% |
| Participation rate | 47.1% | 75.1%-28.0pp | 82.4%-35.3pp | 67.9%-20.8pp |
| Annual return | -19.82% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,531 | $6,111-42.2% | $7,448-52.6% | $4,028-12.3% |
| Admin fee / account holder | $1,563 | $6,277-75.1% | $10,009-84.4% | $5,403-71.1% |