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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 | $84,338 | $49,199+71.4% | $121,204-30.4% | $75,173+12.2% |
| Participation rate | 32.9% | 55.4%-22.6pp | 69.5%-36.7pp | 67.2%-34.3pp |
| Annual return | 11.82% | 56.04%-44.2pp | 987.18%-975.4pp | 160.72%-148.9pp |
| Employer contribution / active EE | $480 | $1,547-69.0% | $4,170-88.5% | $2,671-82.0% |
| Participant deferral / active EE | $734 | $2,630-72.1% | $4,083-82.0% | $4,126-82.2% |
| Admin fee / account holder | $11,583 | $3,946+193.5% | $5,651+105.0% | $5,651+105.0% |