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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 | $125,193-82.7% | $105,591-79.5% | $145,978-85.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.21% | 225.53%-218.3pp | 116.43%-109.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,129 | $3,718-69.6% | $3,166-64.3% | $4,662-75.8% |
| Participant deferral / active EE | $1,495 | $5,708-73.8% | $5,008-70.1% | $6,690-77.6% |
| Admin fee / account holder | $132,305 | $17,277+665.8% | $11,024+1100.2% | $13,400+887.3% |