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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 | $77,054 | $70,587+9.2% | $124,693-38.2% | $85,856-10.3% |
| Participation rate | 27.8% | 64.4%-36.6pp | 74.6%-46.8pp | 69.3%-41.5pp |
| Annual return | 8.79% | 20688.83%-20680.0pp | 5144.19%-5135.4pp | 318.58%-309.8pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,024 | $2,969+69.2% | $4,615+8.9% | $3,952+27.1% |
| Admin fee / account holder | $5,172 | $5,282-2.1% | $7,494-31.0% | $6,261-17.4% |