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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 | $61,352 | $57,305+7.1% | $86,640-29.2% | $75,173-18.4% |
| Participation rate | 19.6% | 63.2%-43.6pp | 71.7%-52.1pp | 67.2%-47.6pp |
| Annual return | 7.57% | 2674.24%-2666.7pp | 592.52%-585.0pp | 160.72%-153.2pp |
| Employer contribution / active EE | $324 | $2,316-86.0% | $3,024-89.3% | $2,671-87.9% |
| Participant deferral / active EE | $804 | $3,320-75.8% | $4,438-81.9% | $4,126-80.5% |
| Admin fee / account holder | $13,457 | $4,116+227.0% | $5,616+139.6% | $5,651+138.2% |