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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 | $55,707 | $28,444+95.8% | $179,543-69.0% | $28,444+95.8% |
| Participation rate | 50.0% | 64.8%-14.8pp | 75.1%-25.1pp | 64.8%-14.8pp |
| Annual return | -2.65% | -0.92%-1.7pp | -12.16%+9.5pp | -0.92%-1.7pp |
| Employer contribution / active EE | $0 | $2,855-100.0% | $30,665-100.0% | $2,855-100.0% |
| Participant deferral / active EE | $4,825 | $2,169+122.4% | $460+949.5% | $2,169+122.4% |
| Admin fee / account holder | $2,332 | $1,370+70.2% | $10,481-77.8% | $1,370+70.2% |