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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 | $71,392 | $56,431+26.5% | $130,788-45.4% | $87,485-18.4% |
| Participation rate | 25.9% | 58.9%-33.0pp | 70.1%-44.2pp | 68.9%-43.0pp |
| Annual return | 11.46% | 91.27%-79.8pp | 386.44%-375.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $439 | $1,549-71.7% | $3,558-87.7% | $2,596-83.1% |
| Participant deferral / active EE | $712 | $2,749-74.1% | $4,137-82.8% | $4,274-83.3% |
| Admin fee / account holder | $701 | $4,433-84.2% | $6,673-89.5% | $7,775-91.0% |