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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 | $110,173 | $58,391+88.7% | $76,657+43.7% | $72,975+51.0% |
| Participation rate | 30.3% | 67.4%-37.1pp | 72.1%-41.8pp | 69.5%-39.2pp |
| Annual return | 14.34% | 2306.65%-2292.3pp | 1166.74%-1152.4pp | 81.01%-66.7pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,428 | $2,690+27.4% | $3,335+2.8% | $3,608-5.0% |
| Admin fee / account holder | $2,417 | $4,014-39.8% | $6,423-62.4% | $5,124-52.8% |