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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 | $207,639 | $157,304+32.0% | $141,197+47.1% | $152,909+35.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 9.45% | 64.34%-54.9pp | 71.41%-62.0pp | 345.46%-336.0pp |
| Employer contribution / active EE | $10,667 | $5,263+102.7% | $4,736+125.2% | $4,764+123.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,750 | $12,126-52.6% | $10,265-44.0% | $11,601-50.4% |