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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 | $94,854 | $97,020-2.2% | $83,327+13.8% | $135,380-29.9% |
| Participation rate | 53.3% | 80.4%-27.1pp | 77.8%-24.4pp | 82.6%-29.3pp |
| Annual return | -9.85% | 12.31%-22.2pp | 10.64%-20.5pp | 519.81%-529.7pp |
| Employer contribution / active EE | $174 | $4,144-95.8% | $3,379-94.9% | $4,779-96.4% |
| Participant deferral / active EE | $2,700 | $5,964-54.7% | $5,565-51.5% | $5,609-51.9% |
| Admin fee / account holder | $23,843 | $8,426+183.0% | $7,540+216.2% | $10,828+120.2% |