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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 | $113,060 | $69,252+63.3% | $64,099+76.4% | $139,456-18.9% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 6.57% | 45.89%-39.3pp | 33.70%-27.1pp | 373.45%-366.9pp |
| Employer contribution / active EE | $2,466 | $3,184-22.5% | $2,748-10.3% | $4,753-48.1% |
| Participant deferral / active EE | $639 | $4,683-86.4% | $3,881-83.5% | $6,711-90.5% |
| Admin fee / account holder | $5,306 | $4,248+24.9% | $3,070+72.8% | $11,407-53.5% |