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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 | $33,860 | $91,537-63.0% | $130,045-74.0% | $75,173-55.0% |
| Participation rate | 51.6% | 71.5%-19.8pp | 78.5%-26.9pp | 67.2%-15.6pp |
| Annual return | 12.79% | -631.55%+644.3pp | -137.30%+150.1pp | 160.72%-147.9pp |
| Employer contribution / active EE | $3,812 | $2,845+34.0% | $4,321-11.8% | $2,671+42.7% |
| Participant deferral / active EE | $259 | $4,343-94.0% | $5,820-95.6% | $4,126-93.7% |
| Admin fee / account holder | $634 | $6,780-90.6% | $10,600-94.0% | $5,651-88.8% |