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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 | $185,133 | $81,208+128.0% | $98,920+87.2% | $79,852+131.8% |
| Participation rate | 26.3% | 72.5%-46.2pp | 76.0%-49.7pp | 69.6%-43.3pp |
| Annual return | 8.79% | 60.99%-52.2pp | 196.47%-187.7pp | 31.72%-22.9pp |
| Employer contribution / active EE | $718 | $1,960-63.4% | $2,689-73.3% | $2,471-70.9% |
| Participant deferral / active EE | $937 | $3,265-71.3% | $4,245-77.9% | $3,740-74.9% |
| Admin fee / account holder | $19,296 | $6,013+220.9% | $6,643+190.5% | $5,306+263.6% |