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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 | $147,961 | $150,442-1.6% | $136,295+8.6% | $147,585+0.3% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 3.86% | 1049.09%-1045.2pp | 5155.97%-5152.1pp | 578.56%-574.7pp |
| Employer contribution / active EE | $645 | $5,256-87.7% | $4,695-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $4,136 | $6,630-37.6% | $6,247-33.8% | $5,439-24.0% |
| Admin fee / account holder | $1,884 | $10,905-82.7% | $9,243-79.6% | $10,885-82.7% |