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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 | $148,369 | $111,878+32.6% | $93,727+58.3% | $145,897+1.7% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 3.20% | 204.28%-201.1pp | 133.83%-130.6pp | 552.29%-549.1pp |
| Employer contribution / active EE | $1,092 | $3,092-64.7% | $2,421-54.9% | $4,663-76.6% |
| Participant deferral / active EE | $296 | $4,920-94.0% | $4,417-93.3% | $6,689-95.6% |
| Admin fee / account holder | $4,868 | $10,256-52.5% | $8,292-41.3% | $13,390-63.6% |