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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 | $102,422-61.9% | $147,117-73.5% | $80,959-51.9% |
| Participation rate | 69.4% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 9.51% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,354 | $3,717-63.6% | $4,932-72.6% | $2,757-50.9% |
| Participant deferral / active EE | $2,485 | $6,652-62.6% | $8,065-69.2% | $4,300-42.2% |
| Admin fee / account holder | $589 | $7,953-92.6% | $12,993-95.5% | $6,925-91.5% |