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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 | $118,718 | $202,342-41.3% | $172,752-31.3% | $152,897-22.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 9.59% | 1029.83%-1020.2pp | 802.97%-793.4pp | 345.43%-335.8pp |
| Employer contribution / active EE | $937 | $5,858-84.0% | $5,144-81.8% | $4,764-80.3% |
| Participant deferral / active EE | $3,835 | $5,948-35.5% | $5,198-26.2% | $5,851-34.5% |
| Admin fee / account holder | $405 | $17,111-97.6% | $13,955-97.1% | $11,599-96.5% |