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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 | $51,999 | $82,133-36.7% | $147,318-64.7% | $64,097-18.9% |
| Participation rate | 19.9% | 62.3%-42.4pp | 82.1%-62.2pp | 55.2%-35.3pp |
| Annual return | 13.61% | 78.78%-65.2pp | 70.43%-56.8pp | 34.64%-21.0pp |
| Employer contribution / active EE | $550 | $2,872-80.8% | $4,593-88.0% | $1,891-70.9% |
| Participant deferral / active EE | $1,027 | $5,407-81.0% | $7,906-87.0% | $3,080-66.6% |
| Admin fee / account holder | $6,656 | $3,730+78.5% | $13,708-51.4% | $3,454+92.7% |