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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 | $50,782 | $102,393-50.4% | $147,041-65.5% | $80,911-37.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 9.80% | 134.95%-125.1pp | 419.21%-409.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,509 | $6,647-2.1% | $8,071-19.4% | $4,297+51.5% |
| Admin fee / account holder | $3,431 | $7,943-56.8% | $13,006-73.6% | $6,935-50.5% |