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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 | $98,423 | $54,729+79.8% | $86,235+14.1% | $71,529+37.6% |
| Participation rate | 17.6% | 60.1%-42.5pp | 69.0%-51.3pp | 67.9%-50.3pp |
| Annual return | 13.38% | 20.07%-6.7pp | 1170.03%-1156.7pp | 28.97%-15.6pp |
| Employer contribution / active EE | $534 | $1,267-57.8% | $2,381-77.6% | $2,590-79.4% |
| Participant deferral / active EE | $1,228 | $3,110-60.5% | $3,987-69.2% | $4,291-71.4% |
| Admin fee / account holder | $319 | $1,921-83.4% | $6,856-95.3% | $1,588-79.9% |