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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 | $16,624 | $43,338-61.6% | $59,887-72.2% | $64,173-74.1% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | -8.86% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $231 | $2,030-88.6% | $2,722-91.5% | $2,381-90.3% |
| Participant deferral / active EE | $1,495 | $2,547-41.3% | $3,402-56.1% | $3,470-56.9% |
| Admin fee / account holder | $805 | $3,007-73.2% | $3,591-77.6% | $4,887-83.5% |