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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 | $63,975 | $29,569+116.4% | $56,077+14.1% | $77,714-17.7% |
| Participation rate | 6.6% | 32.6%-26.0pp | 52.5%-45.9pp | 70.6%-64.0pp |
| Annual return | 9.45% | 18.90%-9.4pp | 1709.28%-1699.8pp | 31.26%-21.8pp |
| Employer contribution / active EE | $165 | $569-71.0% | $1,040-84.2% | $2,727-94.0% |
| Participant deferral / active EE | $268 | $1,061-74.8% | $1,954-86.3% | $4,649-94.2% |
| Admin fee / account holder | $1,843 | $1,042+76.8% | $2,825-34.8% | $433+325.4% |