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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 | $95,655 | $102,385-6.6% | $147,080-35.0% | $80,935+18.2% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 8.74% | 135.09%-126.4pp | 420.17%-411.4pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,167 | $6,651-52.4% | $8,066-60.7% | $4,299-26.3% |
| Admin fee / account holder | $3,484 | $7,951-56.2% | $12,989-73.2% | $6,924-49.7% |