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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 | $76,982 | $183,592-58.1% | $155,567-50.5% | $145,959-47.3% |
| Participation rate | 17.6% | 82.7%-65.0pp | 78.2%-60.5pp | 80.3%-62.6pp |
| Annual return | -0.10% | 61.24%-61.3pp | 64.74%-64.8pp | 561.95%-562.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,217 | $6,464+11.6% | $5,628+28.2% | $6,689+7.9% |
| Admin fee / account holder | $22,683 | $19,318+17.4% | $15,916+42.5% | $13,398+69.3% |