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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 | $143,123 | $91,525+56.4% | $130,026+10.1% | $75,181+90.4% |
| Participation rate | 44.2% | 71.4%-27.2pp | 78.5%-34.3pp | 67.2%-23.0pp |
| Annual return | 11.66% | -631.40%+643.1pp | -137.26%+148.9pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,989 | $4,342-8.1% | $5,821-31.5% | $4,126-3.3% |
| Admin fee / account holder | $4,143 | $6,778-38.9% | $10,608-60.9% | $5,650-26.7% |