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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 | $105,995 | $58,275+81.9% | $81,844+29.5% | $80,935+31.0% |
| Participation rate | 45.7% | 63.5%-17.8pp | 72.4%-26.7pp | 67.7%-21.9pp |
| Annual return | 8.65% | 41.82%-33.2pp | 778.87%-770.2pp | 35.66%-27.0pp |
| Employer contribution / active EE | $52 | $2,346-97.8% | $2,916-98.2% | $2,757-98.1% |
| Participant deferral / active EE | $1,748 | $3,285-46.8% | $4,323-59.6% | $4,299-59.3% |
| Admin fee / account holder | $3,680 | $4,749-22.5% | $7,355-50.0% | $6,924-46.9% |