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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 | $108,163 | $57,352+88.6% | $83,830+29.0% | $64,173+68.5% |
| Participation rate | 6.5% | 68.6%-62.1pp | 76.1%-69.7pp | 69.6%-63.1pp |
| Annual return | -9.21% | 11.38%-20.6pp | 850.97%-860.2pp | 7.63%-16.8pp |
| Employer contribution / active EE | $732 | $2,546-71.3% | $3,631-79.9% | $2,381-69.3% |
| Participant deferral / active EE | $743 | $2,993-75.2% | $4,082-81.8% | $3,470-78.6% |
| Admin fee / account holder | $3,298 | $4,046-18.5% | $5,479-39.8% | $4,887-32.5% |