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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 | $107,750 | $102,385+5.2% | $147,080-26.7% | $80,935+33.1% |
| Participation rate | 39.0% | 75.9%-36.8pp | 82.2%-43.2pp | 67.7%-28.6pp |
| Annual return | 11.62% | 135.09%-123.5pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,688 | $3,717-54.6% | $4,933-65.8% | $2,757-38.8% |
| Participant deferral / active EE | $2,607 | $6,651-60.8% | $8,066-67.7% | $4,299-39.4% |
| Admin fee / account holder | $1,649 | $7,951-79.3% | $12,989-87.3% | $6,924-76.2% |