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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 | $33,546 | $73,848-54.6% | $143,799-76.7% | $68,486-51.0% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -19.58% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $315 | $3,184-90.1% | $4,952-93.6% | $2,597-87.9% |
| Participant deferral / active EE | $1,036 | $3,385-69.4% | $5,638-81.6% | $4,028-74.3% |
| Admin fee / account holder | $337 | $5,755-94.1% | $14,677-97.7% | $5,404-93.8% |