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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 | $50,584 | $55,423-8.7% | $155,602-67.5% | $74,400-32.0% |
| Participation rate | 20.2% | 61.9%-41.7pp | 78.2%-58.0pp | 67.2%-47.0pp |
| Annual return | 6.02% | 269.07%-263.0pp | 64.81%-58.8pp | 1367.51%-1361.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $915 | $2,835-67.7% | $5,629-83.7% | $4,348-79.0% |
| Admin fee / account holder | $9,680 | $1,744+454.9% | $15,923-39.2% | $1,944+398.0% |