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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 | $212,181 | $57,305+270.3% | $86,640+144.9% | $75,173+182.3% |
| Participation rate | 39.5% | 63.2%-23.7pp | 71.7%-32.2pp | 67.2%-27.7pp |
| Annual return | 13.26% | 2674.24%-2661.0pp | 592.52%-579.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,050 | $3,320-8.1% | $4,438-31.3% | $4,126-26.1% |
| Admin fee / account holder | $34,255 | $4,116+732.3% | $5,616+510.0% | $5,651+506.2% |