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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 | $64,649 | $65,082-0.7% | $81,367-20.5% | $59,633+8.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 82.3%-22.3pp | 68.7%-8.7pp |
| Annual return | -4.07% | 1.16%-5.2pp | -0.92%-3.2pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $56 | $2,934-98.1% | $3,930-98.6% | $2,203-97.5% |
| Participant deferral / active EE | $2,666 | $4,083-34.7% | $5,383-50.5% | $3,192-16.5% |
| Admin fee / account holder | $1,056 | $7,582-86.1% | $8,926-88.2% | $4,297-75.4% |