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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 | $106,793 | $65,575+62.9% | $86,209+23.9% | $75,181+42.0% |
| Participation rate | 28.6% | 60.5%-31.9pp | 69.0%-40.4pp | 67.2%-38.6pp |
| Annual return | 8.52% | 46.07%-37.6pp | 1169.05%-1160.5pp | 160.69%-152.2pp |
| Employer contribution / active EE | $1,177 | $1,553-24.3% | $2,381-50.6% | $2,671-55.9% |
| Participant deferral / active EE | $1,183 | $3,023-60.9% | $3,986-70.3% | $4,126-71.3% |
| Admin fee / account holder | $3,584 | $5,470-34.5% | $6,853-47.7% | $5,650-36.6% |