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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 | $69,548 | $51,184+35.9% | $66,439+4.7% | $86,983-20.0% |
| Participation rate | 17.5% | 68.5%-51.0pp | 74.5%-57.0pp | 69.5%-52.1pp |
| Annual return | 9.58% | 17.07%-7.5pp | 757.66%-748.1pp | 25.83%-16.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $461 | $2,927-84.2% | $3,876-88.1% | $4,194-89.0% |
| Admin fee / account holder | $5,093 | $4,154+22.6% | $6,173-17.5% | $7,856-35.2% |