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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 | $135,982 | $51,638+163.3% | $68,368+98.9% | $82,448+64.9% |
| Participation rate | 18.5% | 63.6%-45.1pp | 73.8%-55.2pp | 68.1%-49.5pp |
| Annual return | 10.90% | 37.53%-26.6pp | 292.57%-281.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,222 | $2,047-40.3% | $2,649-53.9% | $2,551-52.1% |
| Participant deferral / active EE | $120 | $2,914-95.9% | $4,123-97.1% | $4,139-97.1% |
| Admin fee / account holder | $8,074 | $4,643+73.9% | $5,150+56.8% | $7,234+11.6% |