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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 | $119,063 | $85,766+38.8% | $136,297-12.6% | $70,124+69.8% |
| Participation rate | 23.2% | 74.2%-50.9pp | 81.9%-58.7pp | 69.5%-46.3pp |
| Annual return | 7.46% | 31.45%-24.0pp | 5156.19%-5148.7pp | 73.14%-65.7pp |
| Employer contribution / active EE | $890 | $2,966-70.0% | $4,696-81.0% | $2,342-62.0% |
| Participant deferral / active EE | $1,133 | $5,051-77.6% | $6,247-81.9% | $3,332-66.0% |
| Admin fee / account holder | $24,192 | $5,420+346.3% | $9,244+161.7% | $4,645+420.8% |