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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 | $55,594 | $85,766-35.2% | $136,298-59.2% | $70,126-20.7% |
| Participation rate | 58.3% | 74.2%-15.8pp | 81.9%-23.6pp | 69.5%-11.2pp |
| Annual return | 14.03% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $839 | $2,966-71.7% | $4,696-82.1% | $2,343-64.2% |
| Participant deferral / active EE | $1,027 | $5,051-79.7% | $6,247-83.6% | $3,332-69.2% |
| Admin fee / account holder | $2,123 | $5,421-60.8% | $9,244-77.0% | $4,645-54.3% |