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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 | $67,530 | $160,028-57.8% | $147,080-54.1% | $145,884-53.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 7.79% | 98.60%-90.8pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $683 | $5,286-87.1% | $4,933-86.1% | $4,662-85.3% |
| Participant deferral / active EE | $5,457 | $8,422-35.2% | $8,066-32.4% | $6,690-18.4% |
| Admin fee / account holder | $1,020 | $15,030-93.2% | $12,989-92.1% | $13,392-92.4% |