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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 | $69,109 | $100,033-30.9% | $149,716-53.8% | $70,124-1.4% |
| Participation rate | 67.7% | 83.6%-15.8pp | 87.1%-19.3pp | 69.5%-1.8pp |
| Annual return | 12.47% | 27.43%-15.0pp | 1501.67%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,498 | $4,982+70.6% | $6,568+29.4% | $3,332+155.1% |
| Admin fee / account holder | $2,352 | $8,285-71.6% | $11,282-79.2% | $4,645-49.4% |