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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 | $38,982 | $102,429-61.9% | $147,096-73.5% | $80,925-51.8% |
| Participation rate | 69.4% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 9.51% | 135.02%-125.5pp | 419.75%-410.2pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,354 | $3,716-63.6% | $4,936-72.6% | $2,756-50.9% |
| Participant deferral / active EE | $2,485 | $6,649-62.6% | $8,071-69.2% | $4,299-42.2% |
| Admin fee / account holder | $589 | $7,957-92.6% | $13,005-95.5% | $6,940-91.5% |