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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 | $138,681 | $79,184+75.1% | $102,438+35.4% | $74,546+86.0% |
| Participation rate | 7.8% | 74.8%-67.0pp | 76.5%-68.7pp | 67.2%-59.4pp |
| Annual return | 8.23% | 54.95%-46.7pp | 29.37%-21.1pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $647 | $4,414-85.3% | $5,054-87.2% | $4,347-85.1% |
| Admin fee / account holder | $1,787 | $2,001-10.7% | $9,448-81.1% | $1,944-8.1% |