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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 | $14,346 | $93,124-84.6% | $77,100-81.4% | $134,545-89.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -26.11% | 62.68%-88.8pp | 42.35%-68.5pp | 418.37%-444.5pp |
| Employer contribution / active EE | $383 | $3,421-88.8% | $2,815-86.4% | $4,742-91.9% |
| Participant deferral / active EE | $2,256 | $5,242-57.0% | $4,430-49.1% | $6,401-64.8% |
| Admin fee / account holder | $1,127 | $6,970-83.8% | $5,443-79.3% | $11,431-90.1% |