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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 | $63,504 | $75,832-16.3% | $147,617-57.0% | $59,633+6.5% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -6.48% | 0.37%-6.8pp | 61.98%-68.5pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,725 | $3,131+19.0% | $4,895-23.9% | $3,192+16.7% |
| Admin fee / account holder | $1,667 | $5,986-72.1% | $11,612-85.6% | $4,297-61.2% |