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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 | $73,799 | $63,346+16.5% | $92,240-20.0% | $70,126+5.2% |
| Participation rate | 22.6% | 68.7%-46.0pp | 76.5%-53.8pp | 69.5%-46.9pp |
| Annual return | 8.84% | 530.19%-521.4pp | 176.29%-167.5pp | 73.15%-64.3pp |
| Employer contribution / active EE | $514 | $2,471-79.2% | $3,680-86.0% | $2,343-78.1% |
| Participant deferral / active EE | $1,004 | $2,854-64.8% | $3,897-74.2% | $3,332-69.9% |
| Admin fee / account holder | $8,345 | $3,841+117.3% | $5,194+60.7% | $4,645+79.6% |