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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 | $113,139 | $209,425-46.0% | $178,499-36.6% | $158,966-28.8% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | -15.58% | 188.80%-204.4pp | 151.10%-166.7pp | 302.95%-318.5pp |
| Employer contribution / active EE | $1,061 | $5,707-81.4% | $5,011-78.8% | $4,762-77.7% |
| Participant deferral / active EE | $3,960 | $5,955-33.5% | $5,202-23.9% | $5,983-33.8% |
| Admin fee / account holder | $17,221 | $17,078+0.8% | $13,986+23.1% | $11,250+53.1% |