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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 | $50,702 | $72,177-29.8% | $115,038-55.9% | $59,633-15.0% |
| Participation rate | 47.5% | 72.6%-25.1pp | 81.4%-33.9pp | 68.7%-21.2pp |
| Annual return | -2.89% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $682 | $2,841-76.0% | $4,608-85.2% | $2,203-69.0% |
| Participant deferral / active EE | $1,497 | $4,783-68.7% | $6,026-75.2% | $3,192-53.1% |
| Admin fee / account holder | $1,086 | $4,927-77.9% | $8,175-86.7% | $4,297-74.7% |