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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 | $126,775 | $51,638+145.5% | $68,368+85.4% | $82,448+53.8% |
| Participation rate | 16.0% | 63.6%-47.6pp | 73.8%-57.8pp | 68.1%-52.1pp |
| Annual return | 11.45% | 37.53%-26.1pp | 292.57%-281.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,880 | $2,914-35.5% | $4,123-54.4% | $4,139-54.6% |
| Admin fee / account holder | $2,456 | $4,643-47.1% | $5,150-52.3% | $7,234-66.0% |