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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 | $192,722 | $102,422+88.2% | $147,117+31.0% | $80,959+138.0% |
| Participation rate | 37.0% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 9.68% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $911 | $3,717-75.5% | $4,932-81.5% | $2,757-67.0% |
| Participant deferral / active EE | $2,061 | $6,652-69.0% | $8,065-74.4% | $4,300-52.1% |
| Admin fee / account holder | $1,483 | $7,953-81.4% | $12,993-88.6% | $6,925-78.6% |