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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 | $95,420 | $88,137+8.3% | $164,975-42.2% | $74,429+28.2% |
| Participation rate | 18.9% | 73.1%-54.3pp | 78.6%-59.7pp | 67.2%-48.3pp |
| Annual return | 10.04% | 17.13%-7.1pp | 70.12%-60.1pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $796 | $2,597-69.4% | $4,343-81.7% | $2,625-69.7% |
| Participant deferral / active EE | $1,680 | $4,501-62.7% | $6,033-72.2% | $4,348-61.4% |
| Admin fee / account holder | $12,618 | $2,231+465.5% | $12,688-0.6% | $1,944+549.0% |