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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 | $111,529 | $149,040-25.2% | $120,225-7.2% | $137,256-18.7% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 9.87% | 605.68%-595.8pp | 439.23%-429.4pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,032 | $4,655+29.6% | $3,999+50.9% | $6,407-5.8% |
| Admin fee / account holder | $14,741 | $6,348+132.2% | $5,696+158.8% | $12,270+20.1% |