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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 | $144,606 | $80,812+78.9% | $160,784-10.1% | $82,448+75.4% |
| Participation rate | 36.6% | 66.2%-29.6pp | 77.0%-40.4pp | 68.1%-31.5pp |
| Annual return | 11.78% | 100.59%-88.8pp | 1803.92%-1792.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,161 | $4,335-50.2% | $6,293-65.7% | $4,139-47.8% |
| Admin fee / account holder | $3,345 | $7,695-56.5% | $9,717-65.6% | $7,234-53.8% |