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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 | $167,641 | $70,121+139.1% | $63,803+162.7% | $138,895+20.7% |
| Participation rate | 60.0% | 77.2%-17.2pp | 72.7%-12.7pp | 79.9%-19.9pp |
| Annual return | 8.63% | 946.48%-937.8pp | 543.72%-535.1pp | 145.39%-136.8pp |
| Employer contribution / active EE | $439 | $2,882-84.8% | $2,532-82.6% | $4,194-89.5% |
| Participant deferral / active EE | $518 | $4,535-88.6% | $3,843-86.5% | $6,396-91.9% |
| Admin fee / account holder | $111,714 | $6,738+1558.1% | $5,196+2049.8% | $12,562+789.3% |