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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 | $88,203+8.2% | $165,100-42.2% | $74,478+28.1% |
| Participation rate | 18.9% | 73.1%-54.3pp | 78.6%-59.8pp | 67.2%-48.4pp |
| Annual return | 10.04% | 17.13%-7.1pp | 70.21%-60.2pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $796 | $2,601-69.4% | $4,348-81.7% | $2,626-69.7% |
| Participant deferral / active EE | $1,680 | $4,505-62.7% | $6,035-72.2% | $4,350-61.4% |
| Admin fee / account holder | $12,618 | $2,235+464.6% | $12,696-0.6% | $1,946+548.5% |