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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 | $107,483 | $68,412+57.1% | $94,679+13.5% | $75,181+43.0% |
| Participation rate | 64.0% | 76.1%-12.1pp | 80.8%-16.8pp | 67.2%-3.2pp |
| Annual return | 14.07% | 616.91%-602.8pp | 156.75%-142.7pp | 160.69%-146.6pp |
| Employer contribution / active EE | $858 | $2,701-68.2% | $3,673-76.6% | $2,671-67.9% |
| Participant deferral / active EE | $1,010 | $6,537-84.5% | $7,417-86.4% | $4,126-75.5% |
| Admin fee / account holder | $6,908 | $5,326+29.7% | $7,233-4.5% | $5,650+22.3% |