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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 | $80,233 | $111,785-28.2% | $93,669-14.3% | $145,877-45.0% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 7.63% | 203.79%-196.2pp | 133.59%-126.0pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,627 | $4,919-46.6% | $4,416-40.5% | $6,691-60.7% |
| Admin fee / account holder | $656 | $10,256-93.6% | $8,291-92.1% | $13,402-95.1% |