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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 | $201,285 | $90,691+121.9% | $76,119+164.4% | $145,884+38.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.5pp |
| Annual return | 7.22% | 624.52%-617.3pp | 361.25%-354.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,425 | $5,167-33.7% | $4,259-19.6% | $6,690-48.8% |
| Admin fee / account holder | $12,326 | $8,383+47.0% | $6,421+92.0% | $13,392-8.0% |