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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 | $21,680 | $125,237-82.7% | $105,608-79.5% | $145,877-85.1% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.21% | 225.76%-218.5pp | 116.50%-109.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,129 | $3,720-69.6% | $3,167-64.3% | $4,663-75.8% |
| Participant deferral / active EE | $1,495 | $5,711-73.8% | $5,010-70.2% | $6,691-77.7% |
| Admin fee / account holder | $132,305 | $17,287+665.3% | $11,028+1099.7% | $13,402+887.2% |