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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 | $35,618 | $93,345-61.8% | $119,126-70.1% | $87,485-59.3% |
| Participation rate | 66.7% | 68.7%-2.1pp | 75.8%-9.1pp | 68.9%-2.3pp |
| Annual return | 10.82% | 19.08%-8.3pp | 282.11%-271.3pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,201 | $3,172-62.1% | $4,034-70.2% | $2,596-53.8% |
| Participant deferral / active EE | $1,749 | $4,099-57.3% | $5,318-67.1% | $4,274-59.1% |
| Admin fee / account holder | $2,766 | $8,039-65.6% | $10,693-74.1% | $7,775-64.4% |