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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 | $62,751 | $55,423+13.2% | $155,602-59.7% | $74,400-15.7% |
| Participation rate | 14.5% | 61.9%-47.4pp | 78.2%-63.7pp | 67.2%-52.7pp |
| Annual return | 10.51% | 269.07%-258.6pp | 64.81%-54.3pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $373 | $2,266-83.5% | $4,675-92.0% | $2,624-85.8% |
| Participant deferral / active EE | $420 | $2,835-85.2% | $5,629-92.5% | $4,348-90.3% |
| Admin fee / account holder | $7,966 | $1,744+356.7% | $15,923-50.0% | $1,944+309.9% |