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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 | $43,949 | $101,653-56.8% | $147,080-70.1% | $74,459-41.0% |
| Participation rate | 40.6% | 75.6%-35.0pp | 82.2%-41.6pp | 67.2%-26.6pp |
| Annual return | 12.46% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,283 | $3,813-66.4% | $4,933-74.0% | $2,626-51.1% |
| Participant deferral / active EE | $1,810 | $7,304-75.2% | $8,066-77.6% | $4,350-58.4% |
| Admin fee / account holder | $3,700 | $1,752+111.3% | $12,989-71.5% | $1,945+90.3% |