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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 | $77,900 | $59,006+32.0% | $97,197-19.9% | $74,429+4.7% |
| Participation rate | 31.0% | 63.7%-32.8pp | 72.7%-41.7pp | 67.2%-36.3pp |
| Annual return | 10.41% | 16.04%-5.6pp | 75.47%-65.1pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $478 | $1,894-74.8% | $2,723-82.5% | $2,625-81.8% |
| Participant deferral / active EE | $1,186 | $3,671-67.7% | $4,263-72.2% | $4,348-72.7% |
| Admin fee / account holder | $3,145 | $1,974+59.3% | $5,637-44.2% | $1,944+61.8% |