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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 | $50,683 | $45,126+12.3% | $85,187-40.5% | $74,459-31.9% |
| Participation rate | 10.9% | 49.4%-38.5pp | 67.5%-56.6pp | 67.2%-56.3pp |
| Annual return | 9.91% | 26.30%-16.4pp | 66.67%-56.8pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $331 | $1,460-77.3% | $2,732-87.9% | $2,626-87.4% |
| Participant deferral / active EE | $593 | $2,738-78.3% | $4,525-86.9% | $4,350-86.4% |
| Admin fee / account holder | $3,509 | $2,212+58.7% | $6,162-43.1% | $1,945+80.4% |