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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 | $229,137 | $72,071+217.9% | $68,368+235.2% | $137,256+66.9% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 7.49% | 353.14%-345.7pp | 292.57%-285.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $444 | $2,788-84.1% | $2,649-83.2% | $4,156-89.3% |
| Participant deferral / active EE | $577 | $4,410-86.9% | $4,123-86.0% | $6,407-91.0% |
| Admin fee / account holder | $4,393 | $5,336-17.7% | $5,150-14.7% | $12,270-64.2% |