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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 | $74,548 | $55,423+34.5% | $155,602-52.1% | $74,400+0.2% |
| Participation rate | 32.8% | 61.9%-29.1pp | 78.2%-45.4pp | 67.2%-34.4pp |
| Annual return | 9.51% | 269.07%-259.6pp | 64.81%-55.3pp | 1367.51%-1358.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,196 | $2,835+12.8% | $5,629-43.2% | $4,348-26.5% |
| Admin fee / account holder | $4,712 | $1,744+170.1% | $15,923-70.4% | $1,944+142.4% |