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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 | $40,472 | $23,330+73.5% | $64,489-37.2% | $82,448-50.9% |
| Participation rate | 66.7% | 68.3%-1.6pp | 67.7%-1.0pp | 68.1%-1.4pp |
| Annual return | 13.20% | 83.66%-70.5pp | 55.03%-41.8pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $678 | $1,707-60.3% | $2,778-75.6% | $4,139-83.6% |
| Admin fee / account holder | $1,105 | $2,946-62.5% | $4,260-74.1% | $7,234-84.7% |