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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 | $214,172 | $107,363+99.5% | $92,909+130.5% | $152,897+40.1% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 3.07% | 145.63%-142.6pp | 109.44%-106.4pp | 345.43%-342.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,539 | $4,848-68.3% | $4,238-63.7% | $5,851-73.7% |
| Admin fee / account holder | $1,229 | $7,082-82.7% | $5,795-78.8% | $11,599-89.4% |