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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 | $88,710+4.6% | $81,783+13.5% | $145,959-36.4% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 9.24% | 1027.26%-1018.0pp | 775.05%-765.8pp | 561.95%-552.7pp |
| Employer contribution / active EE | $94 | $3,083-97.0% | $2,913-96.8% | $4,661-98.0% |
| Participant deferral / active EE | $3,133 | $4,645-32.6% | $4,320-27.5% | $6,689-53.2% |
| Admin fee / account holder | $435 | $8,407-94.8% | $7,380-94.1% | $13,398-96.8% |