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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 | $80,091 | $112,121-28.6% | $95,960-16.5% | $158,966-49.6% |
| Participation rate | 65.2% | 79.0%-13.8pp | 77.1%-11.9pp | 82.0%-16.7pp |
| Annual return | 4.86% | 171.16%-166.3pp | 91.63%-86.8pp | 302.95%-298.1pp |
| Employer contribution / active EE | $577 | $3,199-82.0% | $2,541-77.3% | $4,762-87.9% |
| Participant deferral / active EE | $1,835 | $4,784-61.6% | $4,167-56.0% | $5,983-69.3% |
| Admin fee / account holder | $1,619 | $10,135-84.0% | $6,797-76.2% | $11,250-85.6% |