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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 | $85,769 | $85,7660% | $136,298-37.1% | $70,126+22.3% |
| Participation rate | 48.9% | 74.2%-25.2pp | 81.9%-33.0pp | 69.5%-20.6pp |
| Annual return | 13.59% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,118 | $5,051-18.5% | $6,247-34.1% | $3,332+23.6% |
| Admin fee / account holder | $3,114 | $5,421-42.6% | $9,244-66.3% | $4,645-33.0% |