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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 | $133,353 | $102,422+30.2% | $147,117-9.4% | $80,959+64.7% |
| Participation rate | 37.1% | 75.9%-38.7pp | 82.2%-45.0pp | 67.7%-30.5pp |
| Annual return | 9.15% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $992 | $3,717-73.3% | $4,932-79.9% | $2,757-64.0% |
| Participant deferral / active EE | $1,516 | $6,652-77.2% | $8,065-81.2% | $4,300-64.7% |
| Admin fee / account holder | $6,283 | $7,953-21.0% | $12,993-51.6% | $6,925-9.3% |