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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 | $199,211 | $107,421+85.4% | $182,262+9.3% | $94,015+111.9% |
| Participation rate | 7.5% | 77.8%-70.3pp | 84.2%-76.7pp | 70.8%-63.3pp |
| Annual return | -4.29% | 21.32%-25.6pp | 140.60%-144.9pp | 17.84%-22.1pp |
| Employer contribution / active EE | $599 | $3,448-82.6% | $5,046-88.1% | $2,790-78.5% |
| Participant deferral / active EE | $824 | $6,558-87.4% | $8,276-90.0% | $4,249-80.6% |
| Admin fee / account holder | $15,093 | $8,692+73.6% | $16,712-9.7% | $8,951+68.6% |