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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 | $89,037 | $81,870+8.8% | $119,608-25.6% | $68,495+30.0% |
| Participation rate | 35.6% | 71.9%-36.3pp | 79.3%-43.6pp | 67.9%-32.3pp |
| Annual return | -20.83% | -23.82%+3.0pp | -14.98%-5.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,678 | $4,148-35.4% | $5,601-52.2% | $4,028-33.5% |
| Admin fee / account holder | $1,751 | $6,583-73.4% | $10,326-83.0% | $5,403-67.6% |