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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 | $197,608 | $70,121+181.8% | $63,803+209.7% | $138,895+42.3% |
| Participation rate | 45.5% | 77.2%-31.8pp | 72.7%-27.2pp | 79.9%-34.5pp |
| Annual return | 9.42% | 946.48%-937.1pp | 543.72%-534.3pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,991 | $4,535-12.0% | $3,843+3.8% | $6,396-37.6% |
| Admin fee / account holder | $1,271 | $6,738-81.1% | $5,196-75.5% | $12,562-89.9% |