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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 | $242,023 | $89,370+170.8% | $141,197+71.4% | $72,976+231.6% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.5%-18.4pp | 69.5%-5.4pp |
| Annual return | 0.83% | 111.88%-111.0pp | 71.41%-70.6pp | 81.02%-80.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,401 | $5,419+36.6% | $6,710+10.3% | $3,608+105.2% |
| Admin fee / account holder | $32,602 | $5,957+447.3% | $10,265+217.6% | $5,124+536.2% |