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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 | $167,550 | $102,429+63.6% | $147,096+13.9% | $80,925+107.0% |
| Participation rate | 44.4% | 75.9%-31.4pp | 82.2%-37.7pp | 67.7%-23.2pp |
| Annual return | 9.76% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $904 | $3,716-75.7% | $4,936-81.7% | $2,756-67.2% |
| Participant deferral / active EE | $1,803 | $6,649-72.9% | $8,071-77.7% | $4,299-58.1% |
| Admin fee / account holder | $5,604 | $7,957-29.6% | $13,005-56.9% | $6,940-19.3% |