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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 | $32,112 | $108,285-70.3% | $77,552-58.6% | $158,982-79.8% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | -3.36% | 31.69%-35.1pp | 54.82%-58.2pp | 302.99%-306.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,135 | $2,455-13.1% | $1,861+14.7% | $5,983-64.3% |
| Admin fee / account holder | $331 | $3,709-91.1% | $2,859-88.4% | $11,252-97.1% |