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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 | $69,739 | $70,587-1.2% | $124,693-44.1% | $85,847-18.8% |
| Participation rate | 58.5% | 64.4%-5.9pp | 74.6%-16.1pp | 69.3%-10.8pp |
| Annual return | 9.93% | 20688.83%-20678.9pp | 5144.19%-5134.3pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,892 | $2,969-2.6% | $4,615-37.3% | $3,952-26.8% |
| Admin fee / account holder | $2,976 | $5,282-43.7% | $7,494-60.3% | $6,261-52.5% |