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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $74,075 | $59,467+24.6% | $93,727-21.0% | $74,478-0.5% |
| Participation rate | 45.7% | 59.6%-13.9pp | 68.7%-23.0pp | 67.2%-21.6pp |
| Annual return | 2.98% | 82.14%-79.2pp | 133.83%-130.9pp | 1370.56%-1367.6pp |
| Employer contribution / active EE | $502 | $1,267-60.3% | $2,421-79.2% | $2,626-80.9% |
| Participant deferral / active EE | $658 | $3,052-78.4% | $4,417-85.1% | $4,350-84.9% |
| Admin fee / account holder | $8,519 | $3,028+181.3% | $8,292+2.7% | $1,946+337.8% |