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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 | $134,506 | $68,394+96.7% | $94,672+42.1% | $75,177+78.9% |
| Participation rate | 56.7% | 76.1%-19.4pp | 80.8%-24.2pp | 67.2%-10.5pp |
| Annual return | 11.95% | 616.92%-605.0pp | 156.89%-144.9pp | 160.75%-148.8pp |
| Employer contribution / active EE | $437 | $2,701-83.8% | $3,673-88.1% | $2,671-83.6% |
| Participant deferral / active EE | $1,102 | $6,536-83.1% | $7,417-85.1% | $4,126-73.3% |
| Admin fee / account holder | $11,877 | $5,326+123.0% | $7,222+64.5% | $5,651+110.2% |