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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 | $61,374 | $180,462-66.0% | $154,111-60.2% | $135,379-54.7% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -10.14% | 888.17%-898.3pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,143 | $6,036-81.1% | $5,298-78.4% | $4,779-76.1% |
| Participant deferral / active EE | $4,446 | $5,806-23.4% | $5,081-12.5% | $5,609-20.7% |
| Admin fee / account holder | $404 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |