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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 | $52,317 | $100,805-48.1% | $86,698-39.7% | $134,532-61.1% |
| Participation rate | 64.3% | 79.0%-14.7pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -24.70% | 29.09%-53.8pp | 35.95%-60.6pp | 418.27%-443.0pp |
| Employer contribution / active EE | $554 | $3,490-84.1% | $2,837-80.5% | $4,741-88.3% |
| Participant deferral / active EE | $3,521 | $5,339-34.1% | $4,656-24.4% | $6,401-45.0% |
| Admin fee / account holder | $1,142 | $10,925-89.5% | $7,493-84.8% | $11,429-90.0% |