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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 | $33,664 | $58,726-42.7% | $92,240-63.5% | $62,293-46.0% |
| Participation rate | 57.3% | 68.3%-11.1pp | 76.5%-19.2pp | 69.5%-12.2pp |
| Annual return | 10.14% | 43.62%-33.5pp | 176.29%-166.2pp | 28.90%-18.8pp |
| Employer contribution / active EE | $4,535 | $2,392+89.6% | $3,680+23.2% | $2,042+122.1% |
| Participant deferral / active EE | $266 | $2,766-90.4% | $3,897-93.2% | $3,169-91.6% |
| Admin fee / account holder | $13,329 | $556+2295.3% | $5,194+156.6% | $479+2680.6% |