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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 | $103,270 | $202,342-49.0% | $172,753-40.2% | $152,909-32.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 8.81% | 1029.88%-1021.1pp | 803.00%-794.2pp | 345.46%-336.7pp |
| Employer contribution / active EE | $1,055 | $5,857-82.0% | $5,144-79.5% | $4,764-77.9% |
| Participant deferral / active EE | $3,662 | $5,948-38.4% | $5,198-29.5% | $5,851-37.4% |
| Admin fee / account holder | $436 | $17,112-97.5% | $13,956-96.9% | $11,601-96.2% |