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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 | $96,721 | $70,486+37.2% | $100,528-3.8% | $79,852+21.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 79.4%-12.8pp | 69.6%-3.0pp |
| Annual return | -9.02% | 21.90%-30.9pp | 30.90%-39.9pp | 31.72%-40.7pp |
| Employer contribution / active EE | $8,389 | $2,165+287.6% | $3,419+145.4% | $2,471+239.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $879 | $4,480-80.4% | $8,084-89.1% | $5,306-83.4% |