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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 | $90,200 | $183,539-50.9% | $155,556-42.0% | $145,897-38.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.37% | 61.31%-52.9pp | 64.84%-56.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $9 | $5,315-99.8% | $4,675-99.8% | $4,663-99.8% |
| Participant deferral / active EE | $4,011 | $6,467-38.0% | $5,631-28.8% | $6,689-40.0% |
| Admin fee / account holder | $3,480 | $19,275-81.9% | $15,885-78.1% | $13,390-74.0% |