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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 | $15,017 | $133,981-88.8% | $112,249-86.6% | $134,532-88.8% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | -22.56% | 47.16%-69.7pp | 27.48%-50.0pp | 418.27%-440.8pp |
| Employer contribution / active EE | $326 | $4,040-91.9% | $3,636-91.0% | $4,741-93.1% |
| Participant deferral / active EE | $2,005 | $5,292-62.1% | $4,729-57.6% | $6,401-68.7% |
| Admin fee / account holder | $2,428 | $7,492-67.6% | $6,412-62.1% | $11,429-78.8% |