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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 | $100,083 | $111,878-10.5% | $93,727+6.8% | $145,897-31.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 2.16% | 204.28%-202.1pp | 133.83%-131.7pp | 552.29%-550.1pp |
| Employer contribution / active EE | $655 | $3,092-78.8% | $2,421-73.0% | $4,663-86.0% |
| Participant deferral / active EE | $1,039 | $4,920-78.9% | $4,417-76.5% | $6,689-84.5% |
| Admin fee / account holder | $1,432 | $10,256-86.0% | $8,292-82.7% | $13,390-89.3% |