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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 | $99,247 | $169,356-41.4% | $129,406-23.3% | $145,897-32.0% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.6%-25.2pp | 80.3%-35.9pp |
| Annual return | 5.22% | 14418.62%-14413.4pp | 9468.18%-9463.0pp | 552.29%-547.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,272 | $4,987-14.3% | $4,167+2.5% | $6,689-36.1% |
| Admin fee / account holder | $9,271 | $9,915-6.5% | $7,689+20.6% | $13,390-30.8% |