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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 | $103,623 | $102,422+1.2% | $147,117-29.6% | $80,959+28.0% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 9.70% | 135.16%-125.5pp | 420.54%-410.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $898 | $3,717-75.9% | $4,932-81.8% | $2,757-67.4% |
| Participant deferral / active EE | $2,504 | $6,652-62.4% | $8,065-69.0% | $4,300-41.8% |
| Admin fee / account holder | $1,635 | $7,953-79.4% | $12,993-87.4% | $6,925-76.4% |