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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 | $165,324 | $65,575+152.1% | $86,209+91.8% | $75,181+119.9% |
| Participation rate | 38.1% | 60.5%-22.4pp | 69.0%-30.9pp | 67.2%-29.1pp |
| Annual return | 12.65% | 46.07%-33.4pp | 1169.05%-1156.4pp | 160.69%-148.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,035 | $3,023+99.6% | $3,986+51.4% | $4,126+46.3% |
| Admin fee / account holder | $2,784 | $5,470-49.1% | $6,853-59.4% | $5,650-50.7% |