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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 | $93,069 | $176,120-47.2% | $159,487-41.6% | $167,553-44.5% |
| Participation rate | 69.6% | 85.0%-15.4pp | 82.8%-13.3pp | 82.1%-12.5pp |
| Annual return | 9.75% | 331.95%-322.2pp | 263.71%-254.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,660 | $7,752-27.0% | $7,354-23.0% | $6,343-10.8% |
| Admin fee / account holder | $376 | $12,561-97.0% | $10,804-96.5% | $12,316-96.9% |