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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 | $7,849 | $48,267-83.7% | $68,808-88.6% | $68,486-88.5% |
| Participation rate | 18.2% | 60.7%-42.5pp | 69.0%-50.8pp | 67.9%-49.7pp |
| Annual return | -21.06% | -12.70%-8.4pp | -6.37%-14.7pp | -7.85%-13.2pp |
| Employer contribution / active EE | $73 | $1,829-96.0% | $2,656-97.3% | $2,597-97.2% |
| Participant deferral / active EE | $1,116 | $2,867-61.1% | $3,942-71.7% | $4,028-72.3% |
| Admin fee / account holder | $363 | $4,362-91.7% | $4,936-92.7% | $5,404-93.3% |