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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 | $160,674 | $75,832+111.9% | $147,617+8.8% | $59,633+169.4% |
| Participation rate | 48.7% | 71.6%-22.8pp | 84.6%-35.9pp | 68.7%-20.0pp |
| Annual return | -3.13% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,012 | $3,131+187.9% | $4,895+84.1% | $3,192+182.4% |
| Admin fee / account holder | $1,013 | $5,986-83.1% | $11,612-91.3% | $4,297-76.4% |