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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 | $115,064 | $183,627-37.3% | $155,602-26.1% | $145,978-21.2% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 0.30% | 61.32%-61.0pp | 64.81%-64.5pp | 550.52%-550.2pp |
| Employer contribution / active EE | $121 | $5,316-97.7% | $4,675-97.4% | $4,662-97.4% |
| Participant deferral / active EE | $4,357 | $6,466-32.6% | $5,629-22.6% | $6,690-34.9% |
| Admin fee / account holder | $8,934 | $19,327-53.8% | $15,923-43.9% | $13,400-33.3% |