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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 | $18,783 | $183,539-89.8% | $155,556-87.9% | $145,897-87.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -29.80% | 61.31%-91.1pp | 64.84%-94.6pp | 552.29%-582.1pp |
| Employer contribution / active EE | $836 | $5,315-84.3% | $4,675-82.1% | $4,663-82.1% |
| Participant deferral / active EE | $2,945 | $6,467-54.5% | $5,631-47.7% | $6,689-56.0% |
| Admin fee / account holder | $4,388 | $19,275-77.2% | $15,885-72.4% | $13,390-67.2% |