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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 | $174,197 | $111,814+55.8% | $103,374+68.5% | $145,959+19.3% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 5.59% | 24.77%-19.2pp | 24.89%-19.3pp | 561.95%-556.4pp |
| Employer contribution / active EE | $17,764 | $4,214+321.6% | $3,869+359.1% | $4,661+281.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,375 | $9,754-65.4% | $8,394-59.8% | $13,398-74.8% |