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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 | $143,002 | $88,778+61.1% | $81,844+74.7% | $145,884-2.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 8.15% | 1033.03%-1024.9pp | 778.87%-770.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $350 | $3,087-88.7% | $2,916-88.0% | $4,662-92.5% |
| Participant deferral / active EE | $644 | $4,648-86.1% | $4,323-85.1% | $6,690-90.4% |
| Admin fee / account holder | $618 | $8,430-92.7% | $7,355-91.6% | $13,392-95.4% |