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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 | $50,812 | $88,710-42.7% | $81,783-37.9% | $145,959-65.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 5.42% | 1027.26%-1021.8pp | 775.05%-769.6pp | 561.95%-556.5pp |
| Employer contribution / active EE | $114 | $3,083-96.3% | $2,913-96.1% | $4,661-97.5% |
| Participant deferral / active EE | $3,043 | $4,645-34.5% | $4,320-29.6% | $6,689-54.5% |
| Admin fee / account holder | $925 | $8,407-89.0% | $7,380-87.5% | $13,398-93.1% |