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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 | $64,248 | $63,703+0.9% | $93,063-31.0% | $82,448-22.1% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.9pp | 68.1%+1.2pp |
| Annual return | 10.18% | -775.43%+785.6pp | 34.15%-24.0pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $909 | $2,919-68.9% | $3,958-77.0% | $4,139-78.0% |
| Admin fee / account holder | $2,790 | $5,982-53.4% | $6,033-53.8% | $7,234-61.4% |