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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 | $18,816 | $52,678-64.3% | $75,784-75.2% | $59,633-68.4% |
| Participation rate | 59.3% | 67.2%-8.0pp | 75.8%-16.6pp | 68.7%-9.4pp |
| Annual return | -3.67% | 2.95%-6.6pp | 9.68%-13.4pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $316 | $2,193-85.6% | $3,323-90.5% | $2,203-85.6% |
| Participant deferral / active EE | $1,386 | $2,591-46.5% | $3,652-62.0% | $3,192-56.6% |
| Admin fee / account holder | $819 | $3,610-77.3% | $5,300-84.6% | $4,297-81.0% |