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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 | $51,980 | $171,867-69.8% | $149,716-65.3% | $147,585-64.8% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 6.71% | 2113.36%-2106.7pp | 1501.67%-1495.0pp | 578.58%-571.9pp |
| Employer contribution / active EE | $1,016 | $6,275-83.8% | $5,444-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $7,400 | $7,270+1.8% | $6,568+12.7% | $5,439+36.1% |
| Admin fee / account holder | $5,000 | $13,799-63.8% | $11,282-55.7% | $10,886-54.1% |