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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 | $75,284 | $102,429-26.5% | $147,096-48.8% | $80,925-7.0% |
| Participation rate | 31.1% | 75.9%-44.7pp | 82.2%-51.0pp | 67.7%-36.5pp |
| Annual return | 11.15% | 135.02%-123.9pp | 419.75%-408.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $924 | $3,716-75.1% | $4,936-81.3% | $2,756-66.5% |
| Participant deferral / active EE | $1,925 | $6,649-71.0% | $8,071-76.1% | $4,299-55.2% |
| Admin fee / account holder | $16,157 | $7,957+103.1% | $13,005+24.2% | $6,940+132.8% |