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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 | $43,519 | $65,423-33.5% | $98,477-55.8% | $85,856-49.3% |
| Participation rate | 67.8% | 65.0%+2.8pp | 73.3%-5.5pp | 69.3%-1.5pp |
| Annual return | 11.36% | 21.76%-10.4pp | 1493.59%-1482.2pp | 318.58%-307.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,064 | $3,167+28.3% | $4,276-5.0% | $3,952+2.8% |
| Admin fee / account holder | $661 | $4,594-85.6% | $5,951-88.9% | $6,261-89.4% |