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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 | $130,234 | $100,203+30.0% | $85,240+52.8% | $145,897-10.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -6.95% | 84.28%-91.2pp | 66.75%-73.7pp | 552.29%-559.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,137 | $5,299-78.5% | $4,527-74.9% | $6,689-83.0% |
| Admin fee / account holder | $23,985 | $7,265+230.1% | $6,165+289.1% | $13,390+79.1% |