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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 | $246,523 | $65,034+279.1% | $90,970+171.0% | $79,856+208.7% |
| Participation rate | 15.6% | 61.6%-46.1pp | 69.0%-53.5pp | 69.6%-54.1pp |
| Annual return | 5.81% | 30.45%-24.6pp | 134.60%-128.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $549 | $1,247-56.0% | $2,122-74.1% | $2,471-77.8% |
| Participant deferral / active EE | $878 | $2,512-65.0% | $3,373-74.0% | $3,741-76.5% |
| Admin fee / account holder | $7,418 | $4,536+63.5% | $5,961+24.4% | $5,306+39.8% |