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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 | $40,419 | $85,766-52.9% | $136,298-70.3% | $70,126-42.4% |
| Participation rate | 46.4% | 74.2%-27.7pp | 81.9%-35.5pp | 69.5%-23.1pp |
| Annual return | 3.58% | 31.46%-27.9pp | 5156.27%-5152.7pp | 73.15%-69.6pp |
| Employer contribution / active EE | $536 | $2,966-81.9% | $4,696-88.6% | $2,343-77.1% |
| Participant deferral / active EE | $1,554 | $5,051-69.2% | $6,247-75.1% | $3,332-53.4% |
| Admin fee / account holder | $2,773 | $5,421-48.9% | $9,244-70.0% | $4,645-40.3% |