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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 | $123,867 | $91,525+35.3% | $130,026-4.7% | $75,181+64.8% |
| Participation rate | 64.7% | 71.4%-6.7pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 9.83% | -631.40%+641.2pp | -137.26%+147.1pp | 160.69%-150.9pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,383 | $4,342-22.1% | $5,821-41.9% | $4,126-18.0% |
| Admin fee / account holder | $751 | $6,778-88.9% | $10,608-92.9% | $5,650-86.7% |