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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 | $145,662 | $159,978-8.9% | $147,041-0.9% | $145,978-0.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.65% | 98.36%-89.7pp | 419.21%-410.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $995 | $5,288-81.2% | $4,935-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $8,125 | $8,429-3.6% | $8,071+0.7% | $6,690+21.5% |
| Admin fee / account holder | $56,168 | $15,053+273.1% | $13,006+331.9% | $13,400+319.2% |