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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 | $27,983 | $65,434-57.2% | $98,483-71.6% | $85,847-67.4% |
| Participation rate | 34.3% | 65.0%-30.7pp | 73.3%-39.0pp | 69.3%-35.0pp |
| Annual return | 9.57% | 21.75%-12.2pp | 1494.38%-1484.8pp | 318.61%-309.0pp |
| Employer contribution / active EE | $234 | $2,169-89.2% | $2,961-92.1% | $2,565-90.9% |
| Participant deferral / active EE | $711 | $3,168-77.6% | $4,276-83.4% | $3,952-82.0% |
| Admin fee / account holder | $1,291 | $4,595-71.9% | $5,953-78.3% | $6,261-79.4% |