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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 | $150,078 | $61,816+142.8% | $97,260+54.3% | $80,935+85.4% |
| Participation rate | 11.1% | 63.5%-52.4pp | 72.7%-61.6pp | 67.7%-56.6pp |
| Annual return | 8.59% | -558.73%+567.3pp | 75.54%-67.0pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,122 | $1,836-38.9% | $2,721-58.8% | $2,757-59.3% |
| Participant deferral / active EE | $451 | $3,027-85.1% | $4,262-89.4% | $4,299-89.5% |
| Admin fee / account holder | $27,203 | $5,166+426.6% | $5,640+382.3% | $6,924+292.9% |