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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 | $32,281 | $88,710-63.6% | $81,783-60.5% | $145,959-77.9% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.4%-3.9pp | 80.3%-11.9pp |
| Annual return | 9.20% | 1027.26%-1018.1pp | 775.05%-765.9pp | 561.95%-552.7pp |
| Employer contribution / active EE | $113 | $3,083-96.3% | $2,913-96.1% | $4,661-97.6% |
| Participant deferral / active EE | $2,260 | $4,645-51.3% | $4,320-47.7% | $6,689-66.2% |
| Admin fee / account holder | $6,147 | $8,407-26.9% | $7,380-16.7% | $13,398-54.1% |