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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 | $163,251 | $88,754+83.9% | $81,820+99.5% | $145,877+11.9% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 8.79% | 1031.77%-1023.0pp | 777.93%-769.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $316 | $3,085-89.8% | $2,915-89.2% | $4,663-93.2% |
| Participant deferral / active EE | $4,282 | $4,648-7.9% | $4,323-0.9% | $6,691-36.0% |
| Admin fee / account holder | $647 | $8,424-92.3% | $7,391-91.2% | $13,402-95.2% |