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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 | $66,351 | $57,330+15.7% | $86,656-23.4% | $75,177-11.7% |
| Participation rate | 52.5% | 63.2%-10.7pp | 71.7%-19.2pp | 67.2%-14.7pp |
| Annual return | 11.49% | 2675.40%-2663.9pp | 593.09%-581.6pp | 160.75%-149.3pp |
| Employer contribution / active EE | $194 | $2,316-91.6% | $3,025-93.6% | $2,671-92.8% |
| Participant deferral / active EE | $2,230 | $3,320-32.8% | $4,439-49.8% | $4,126-46.0% |
| Admin fee / account holder | $2,243 | $4,115-45.5% | $5,619-60.1% | $5,651-60.3% |