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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 | $18,987 | $82,674-77.0% | $125,363-84.9% | $68,495-72.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -22.21% | -5.97%-16.2pp | 572.15%-594.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,957 | $6,111-51.6% | $7,447-60.3% | $4,028-26.6% |
| Admin fee / account holder | $348 | $6,276-94.4% | $10,005-96.5% | $5,403-93.6% |