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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 | $86,053 | $101,591-15.3% | $147,096-41.5% | $74,429+15.6% |
| Participation rate | 53.4% | 75.5%-22.1pp | 82.2%-28.8pp | 67.2%-13.8pp |
| Annual return | 10.69% | 8746.45%-8735.8pp | 419.75%-409.1pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,013 | $3,813-73.4% | $4,936-79.5% | $2,625-61.4% |
| Participant deferral / active EE | $2,602 | $7,302-64.4% | $8,071-67.8% | $4,348-40.2% |
| Admin fee / account holder | $889 | $1,750-49.2% | $13,005-93.2% | $1,944-54.3% |