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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 | $63,858 | $95,915-33.4% | $79,580-19.8% | $134,532-52.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -24.19% | -2.71%-21.5pp | 0.15%-24.3pp | 418.27%-442.5pp |
| Employer contribution / active EE | $263 | $3,129-91.6% | $2,413-89.1% | $4,741-94.4% |
| Participant deferral / active EE | $5,439 | $4,693+15.9% | $3,985+36.5% | $6,401-15.0% |
| Admin fee / account holder | $1,770 | $9,132-80.6% | $6,835-74.1% | $11,429-84.5% |