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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 | $84,817 | $70,366+20.5% | $66,674+27.2% | $138,895-38.9% |
| Participation rate | 36.4% | 76.2%-39.8pp | 73.7%-37.3pp | 79.9%-43.6pp |
| Annual return | 10.72% | 386.41%-375.7pp | 321.24%-310.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,439 | $4,374-21.4% | $4,084-15.8% | $6,396-46.2% |
| Admin fee / account holder | $3,188 | $5,262-39.4% | $5,098-37.5% | $12,562-74.6% |