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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 | $49,034 | $85,766-42.8% | $136,298-64.0% | $70,126-30.1% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 12.73% | 31.46%-18.7pp | 5156.27%-5143.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,155 | $2,966-61.1% | $4,696-75.4% | $2,343-50.7% |
| Participant deferral / active EE | $1,348 | $5,051-73.3% | $6,247-78.4% | $3,332-59.5% |
| Admin fee / account holder | $465 | $5,421-91.4% | $9,244-95.0% | $4,645-90.0% |