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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 | $128,248 | $70,418+82.1% | $96,570+32.8% | $85,847+49.4% |
| Participation rate | 46.2% | 61.8%-15.7pp | 69.8%-23.7pp | 69.3%-23.2pp |
| Annual return | 9.21% | 18.59%-9.4pp | 37.79%-28.6pp | 318.61%-309.4pp |
| Employer contribution / active EE | $469 | $1,413-66.8% | $2,357-80.1% | $2,565-81.7% |
| Participant deferral / active EE | $1,142 | $2,894-60.5% | $3,849-70.3% | $3,952-71.1% |
| Admin fee / account holder | $12,491 | $4,995+150.1% | $6,182+102.0% | $6,261+99.5% |