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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 | $237,724 | $168,635+41.0% | $147,617+61.0% | $125,389+89.6% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -17.84% | 77.65%-95.5pp | 61.98%-79.8pp | 282.24%-300.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,250 | $5,507-4.7% | $4,895+7.2% | $5,352-1.9% |
| Admin fee / account holder | $1,342 | $13,580-90.1% | $11,612-88.4% | $9,541-85.9% |