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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 | $107,089 | $112,729-5.0% | $98,716+8.5% | $137,256-22.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | -4.84% | 38.48%-43.3pp | 31.81%-36.6pp | 220.34%-225.2pp |
| Employer contribution / active EE | $500 | $2,725-81.7% | $2,279-78.1% | $4,156-88.0% |
| Participant deferral / active EE | $381 | $4,640-91.8% | $4,048-90.6% | $6,407-94.1% |
| Admin fee / account holder | $327 | $10,129-96.8% | $8,703-96.2% | $12,270-97.3% |