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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 | $63,688 | $101,672-37.4% | $147,117-56.7% | $74,478-14.5% |
| Participation rate | 65.0% | 75.5%-10.5pp | 82.2%-17.2pp | 67.2%-2.2pp |
| Annual return | 12.06% | 8757.83%-8745.8pp | 420.54%-408.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,593 | $3,813-58.2% | $4,932-67.7% | $2,626-39.3% |
| Participant deferral / active EE | $2,625 | $7,305-64.1% | $8,065-67.5% | $4,350-39.7% |
| Admin fee / account holder | $4,379 | $1,753+149.8% | $12,993-66.3% | $1,946+125.1% |