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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 | $152,134 | $217,432-30.0% | $185,851-18.1% | $167,553-9.2% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 8.22% | 148.43%-140.2pp | 122.11%-113.9pp | 478.89%-470.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,425 | $6,357-61.9% | $5,569-56.5% | $6,343-61.8% |
| Admin fee / account holder | $596 | $19,820-97.0% | $16,245-96.3% | $12,316-95.2% |