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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 | $73,559 | $107,368-31.5% | $92,915-20.8% | $152,909-51.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 1.27% | 145.64%-144.4pp | 109.45%-108.2pp | 345.46%-344.2pp |
| Employer contribution / active EE | $9,372 | $4,222+121.9% | $3,653+156.5% | $4,764+96.7% |
| Participant deferral / active EE | $1,133 | $4,848-76.6% | $4,238-73.3% | $5,851-80.6% |
| Admin fee / account holder | $6,503 | $7,082-8.2% | $5,796+12.2% | $11,601-43.9% |