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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 | $124,227 | $202,342-38.6% | $172,752-28.1% | $152,897-18.8% |
| Participation rate | 15.8% | 87.1%-71.3pp | 82.6%-66.9pp | 82.5%-66.7pp |
| Annual return | 10.02% | 1029.83%-1019.8pp | 802.97%-792.9pp | 345.43%-335.4pp |
| Employer contribution / active EE | $426 | $5,858-92.7% | $5,144-91.7% | $4,764-91.1% |
| Participant deferral / active EE | $2,184 | $5,948-63.3% | $5,198-58.0% | $5,851-62.7% |
| Admin fee / account holder | $2,324 | $17,111-86.4% | $13,955-83.3% | $11,599-80.0% |