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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 | $67,221 | $98,240-31.6% | $82,312-18.3% | $147,586-54.5% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 5.41% | 30.85%-25.4pp | 25.88%-20.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $714 | $3,192-77.6% | $2,428-70.6% | $4,876-85.4% |
| Participant deferral / active EE | $562 | $4,383-87.2% | $3,706-84.8% | $5,439-89.7% |
| Admin fee / account holder | $30,529 | $8,563+256.5% | $5,608+444.4% | $10,886+180.4% |