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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 | $90,715 | $150,447-39.7% | $136,298-33.4% | $147,586-38.5% |
| Participation rate | 52.4% | 84.4%-32.0pp | 81.9%-29.5pp | 82.8%-30.4pp |
| Annual return | 6.53% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.1pp |
| Employer contribution / active EE | $821 | $5,256-84.4% | $4,696-82.5% | $4,876-83.2% |
| Participant deferral / active EE | $6,524 | $6,631-1.6% | $6,247+4.4% | $5,439+20.0% |
| Admin fee / account holder | $4,175 | $10,906-61.7% | $9,244-54.8% | $10,886-61.6% |