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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 | $64,086 | $57,312+11.8% | $86,617-26.0% | $75,181-14.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 12.63% | 2672.78%-2660.2pp | 591.91%-579.3pp | 160.69%-148.1pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,441 | $3,319+63.9% | $4,437+22.6% | $4,126+31.9% |
| Admin fee / account holder | $3,405 | $4,114-17.2% | $5,613-39.3% | $5,650-39.7% |