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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 | $50,842 | $101,591-50.0% | $147,096-65.4% | $74,429-31.7% |
| Participation rate | 55.9% | 75.5%-19.7pp | 82.2%-26.3pp | 67.2%-11.4pp |
| Annual return | 12.72% | 8746.45%-8733.7pp | 419.75%-407.0pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,432 | $3,813-62.4% | $4,936-71.0% | $2,625-45.4% |
| Participant deferral / active EE | $2,929 | $7,302-59.9% | $8,071-63.7% | $4,348-32.6% |
| Admin fee / account holder | $1,535 | $1,750-12.3% | $13,005-88.2% | $1,944-21.1% |