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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 | $46,902 | $166,268-71.8% | $165,100-71.6% | $145,897-67.9% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 5.71% | 100.52%-94.8pp | 70.21%-64.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,241 | $5,284-76.5% | $4,348-71.5% | $4,663-73.4% |
| Participant deferral / active EE | $1,513 | $6,964-78.3% | $6,035-74.9% | $6,689-77.4% |
| Admin fee / account holder | $6,888 | $16,659-58.7% | $12,696-45.7% | $13,390-48.6% |