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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 | $92,794 | $60,139+54.3% | $90,461+2.6% | $79,856+16.2% |
| Participation rate | 26.3% | 65.0%-38.7pp | 72.7%-46.4pp | 69.6%-43.3pp |
| Annual return | 6.52% | 71.96%-65.4pp | 1294.76%-1288.2pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,507 | $2,939-14.7% | $3,964-36.8% | $3,741-33.0% |
| Admin fee / account holder | $654 | $3,978-83.6% | $5,617-88.3% | $5,306-87.7% |