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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 | $25,211 | $85,766-70.6% | $136,298-81.5% | $70,126-64.0% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 12.04% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,444 | $2,966-51.3% | $4,696-69.2% | $2,343-38.3% |
| Participant deferral / active EE | $78 | $5,051-98.5% | $6,247-98.8% | $3,332-97.7% |
| Admin fee / account holder | $548 | $5,421-89.9% | $9,244-94.1% | $4,645-88.2% |