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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 | $140,067 | $80,812+73.3% | $160,784-12.9% | $82,448+69.9% |
| Participation rate | 51.9% | 66.2%-14.4pp | 77.0%-25.1pp | 68.1%-16.2pp |
| Annual return | 13.19% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,072 | $4,335+17.0% | $6,293-19.4% | $4,139+22.5% |
| Admin fee / account holder | $22,140 | $7,695+187.7% | $9,717+127.9% | $7,234+206.0% |