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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 | $35,747 | $102,382-65.1% | $147,005-75.7% | $80,874-55.8% |
| Participation rate | 60.2% | 75.8%-15.6pp | 82.2%-21.9pp | 67.6%-7.4pp |
| Annual return | 11.49% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,308 | $3,715-64.8% | $4,934-73.5% | $2,756-52.5% |
| Participant deferral / active EE | $2,481 | $6,646-62.7% | $8,070-69.3% | $4,297-42.3% |
| Admin fee / account holder | $3,073 | $7,942-61.3% | $13,006-76.4% | $6,935-55.7% |