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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 | $92,812 | $88,815+4.5% | $81,882+13.3% | $145,897-36.4% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 9.24% | 1033.75%-1024.5pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $94 | $3,086-97.0% | $2,916-96.8% | $4,663-98.0% |
| Participant deferral / active EE | $3,133 | $4,647-32.6% | $4,323-27.5% | $6,689-53.2% |
| Admin fee / account holder | $435 | $8,434-94.8% | $7,360-94.1% | $13,390-96.7% |