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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 | $45,043+12.5% | $85,063-40.4% | $74,400-31.9% |
| Participation rate | 10.9% | 49.4%-38.5pp | 67.5%-56.6pp | 67.2%-56.3pp |
| Annual return | 9.91% | 26.26%-16.3pp | 66.54%-56.6pp | 1367.51%-1357.6pp |
| Employer contribution / active EE | $331 | $1,458-77.3% | $2,727-87.8% | $2,624-87.4% |
| Participant deferral / active EE | $593 | $2,733-78.3% | $4,523-86.9% | $4,348-86.4% |
| Admin fee / account holder | $3,509 | $2,210+58.8% | $6,155-43.0% | $1,944+80.5% |