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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 | $46,842 | $154,193-69.6% | $130,045-64.0% | $139,466-66.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 8.16% | 32.51%-24.3pp | -137.30%+145.5pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,414 | $5,292-73.3% | $4,321-67.3% | $4,754-70.3% |
| Participant deferral / active EE | $1,738 | $6,709-74.1% | $5,820-70.1% | $6,712-74.1% |
| Admin fee / account holder | $748 | $13,989-94.7% | $10,600-92.9% | $11,409-93.4% |