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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 | $98,597 | $63,346+55.6% | $92,240+6.9% | $70,126+40.6% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 12.21% | 530.19%-518.0pp | 176.29%-164.1pp | 73.15%-60.9pp |
| Employer contribution / active EE | $4,038 | $2,471+63.4% | $3,680+9.7% | $2,343+72.4% |
| Participant deferral / active EE | $330 | $2,854-88.4% | $3,897-91.5% | $3,332-90.1% |
| Admin fee / account holder | $4,646 | $3,841+21.0% | $5,194-10.5% | $4,6450% |