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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 | $26,882 | $105,210-74.4% | $159,487-83.1% | $85,851-68.7% |
| Participation rate | 69.9% | 75.8%-5.9pp | 82.8%-13.0pp | 69.3%+0.5pp |
| Annual return | 11.76% | 45.08%-33.3pp | 263.71%-251.9pp | 318.63%-306.9pp |
| Employer contribution / active EE | $3,104 | $3,319-6.5% | $4,831-35.7% | $2,565+21.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $700 | $6,934-89.9% | $10,804-93.5% | $6,261-88.8% |