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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 | $178,438 | $88,702+101.2% | $81,780+118.2% | $145,978+22.2% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 7.82% | 1029.12%-1021.3pp | 776.27%-768.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,425 | $4,645+59.9% | $4,321+71.9% | $6,690+11.0% |
| Admin fee / account holder | $23,630 | $8,414+180.8% | $7,384+220.0% | $13,400+76.3% |