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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 | $77,784 | $166,268-53.2% | $165,100-52.9% | $145,897-46.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 4.83% | 100.52%-95.7pp | 70.21%-65.4pp | 552.29%-547.5pp |
| Employer contribution / active EE | $408 | $5,284-92.3% | $4,348-90.6% | $4,663-91.2% |
| Participant deferral / active EE | $5,581 | $6,964-19.9% | $6,035-7.5% | $6,689-16.6% |
| Admin fee / account holder | $121,852 | $16,659+631.4% | $12,696+859.8% | $13,390+810.0% |