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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 | $173,903 | $72,465+140.0% | $67,575+157.3% | $145,884+19.2% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.7pp |
| Annual return | 6.12% | 7222.56%-7216.4pp | 3528.98%-3522.9pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,872 | $4,786+1.8% | $4,003+21.7% | $6,690-27.2% |
| Admin fee / account holder | $416,348 | $5,515+7448.9% | $3,993+10327.1% | $13,392+3009.0% |