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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 | $50,321 | $176,077-71.4% | $159,455-68.4% | $167,518-70.0% |
| Participation rate | 38.1% | 84.9%-46.9pp | 82.8%-44.7pp | 82.1%-44.0pp |
| Annual return | 8.49% | 331.83%-323.3pp | 263.63%-255.1pp | 478.71%-470.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,528 | $7,751-41.6% | $7,353-38.4% | $6,342-28.6% |
| Admin fee / account holder | $8,570 | $12,556-31.7% | $10,800-20.7% | $12,312-30.4% |