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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 | $228,555 | $56,116+307.3% | $135,768+68.3% | $86,983+162.8% |
| Participation rate | 9.1% | 60.1%-51.0pp | 71.1%-62.0pp | 69.5%-60.5pp |
| Annual return | 9.89% | 125.33%-115.4pp | 526.10%-516.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,324 | $2,690-50.8% | $3,977-66.7% | $4,194-68.4% |
| Admin fee / account holder | $20,831 | $4,314+382.9% | $7,048+195.5% | $7,856+165.2% |